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Betterment is a universal robo consultant who helps newcomers to the world of investing. A distinctive feature is the absence of a minimum deposit and a low-interest rate (only 0.25% per annum). The company also has real-life consultants who can solve all problems with a retirement account. The only nuance of the platform is the lack of REITs or commodities.
- Accounts Available: Taxable, Traditional IRA, SEP IRA, Joint, Rollover IRA, Trusts, Non-Profit, Roth IRA
- 401(k) Assistance: Yes
- Human Advice: Yes
- Tax Loss Harvesting: Yes
- Fractional Shares: Yes
- Automatic Deposits: Yes
Wealthfront is an advanced robo-advisor that offers extensive automated investment opportunities, low commissions and a free account service up to $ 5K. Thanks to Wealthfront you can organize retirement savings. It has many presets and tools for achieving various financial goals, such as daily tax-loss harvesting, financial and college planning, direct indexing etc. This robo-advisor provides fully automatic ETF investments and can reassess your asset allocation in case of risk profile changes.
- Accounts Available: Taxable, Traditional IRA, SEP IRA, Joint, Rollover IRA, Trusts, Non-Profit, Roth IRA, 529
- 401(k) Assistance: No
- Human Advice: No
- Tax Loss Harvesting: Yes — All Taxable Accounts
- Fractional Shares: No
- Automatic Deposits: Yes
M1 Finance is a hybrid service that offers a set of popular brokerage investment accounts and the possibility of using robo consultants. The system offers universal investment tools for generating profit and economic strategy. Users should take into account the absence of tax-loss harvesting and mutual funds investment. Also, M1 Finance has a wide range of settings for the formation of investment portfolios.
- Accounts Available: Taxable, Traditional IRA, SEP IRA, Joint, Rollover IRA, Trusts, Roth IRA
- 401(k) Assistance: No
- Human Advice: No
- Tax Loss Harvesting: No
- Fractional Shares: Yes
- Automatic Deposits: Yes
SoFi Wealth is a modern robo investing service with a wide range of tools and a financial advisor option. Opening an account is completely free of charge for SoFi borrowers or when creating an investment portfolio below $ 10,000. The service is highly specialized and offers a solution to financial goals. The option of tax loss harvesting is not provided.
- Accounts Available: Taxable, Traditional IRA, SEP IRA, Joint, Rollover IRA, Roth IRA
- 401(k) Assistance: No
- Human Advice: Yes
- Tax Loss Harvesting: No
- Fractional Shares: Yes
- Automatic Deposits: Yes
Schwab Intelligent Portfolios is a complete solution for automated investment. Robo consultant Charles Schwab offers advanced portfolio and asset management. The system of intellectual distribution of investments allows you to manage your own money at the level of a professional investor.
- Accounts Available: Taxable, Traditional IRA, SEP IRA, Joint, Rollover IRA, SIMPLE IRA, Trusts, Roth IRA, Custodial
- 401(k) Assistance: No
- Human Advice: No
- Tax Loss Harvesting: Yes — Available for accounts larger than $50,000
- Fractional Shares: No
- Automatic Deposits: Yes
Assets Managed by Robo-Advisors
robo-advising tsunami
What is a Robo-Advisor?
on autopilot
pricing
Algorithms
portfolio
money
different baskets
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