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Rating
7.67
Commission & Fees
6
Customer Service
8
Ease of Use
8.5
Tools & Resources
8
Investment Options
7.5
Asset Allocation
8
Suitable for:
  • Intermediate investors
  • Individual Retirement Account
  • Goal-based investing
  • Professional investor
  • Hands-off investors
Short description:

FutureAdvisor is a comprehensive robo advisor that offers free management services for a 529 college savings plan. Users can test the platform for free and select the necessary functionality. Robo Advisor helps to distribute savings and get a steady income. A significant disadvantage is the high commission for using the services of the service.

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All characteristics

GENERAL CHARACTERISTICS
MINIMUM ACCOUNT $10000
Management fee 0.5%/year
ADDITIONAL INFORMATION ABOUT MANAGEMENT FEE
ASSETS UNDER MANAGEMENT > $1 Bln
NUMBER OF USERS
AVERAGE ACCOUNT SIZE
YEAR FOUNDED 2018
PROMOTIONS Six months of free management for Mint users
SERVICES
HUMAN ADVISORS
ADDITIONAL INFORMATION ABOUT HUMAN ADVISORS Daily, Weekly, Biweekly, Monthly, Bimonthly and Quarterly
PORTFOLIO REBALANCING
AUTOMATIC DEPOSITS
Access platforms Website, iOS App, Android App
TWO-FACTOR AUTHENTICATION
CUSTOMER SERVICE Phone: M-F 8:30A-5P PT; Email
CLEARING AGENCY
ADDITIONAL INFORMATION
NO INFORMATION
ACCOUNT AVAILABLE
Taxable Traditional IRA SEP IRA
Solo 401(k) Partnerships Coverdell
Savings Joint Rollover IRA
SIMPLE IRA Trusts Non-Profit
Annuities Money Market Roth IRA
Custodial 401(k) Limited Parternships
529 Checking CDs
FEATURES
FRACTIONAL SHARES
401(K) GUIDANCE
TAX LOSS HARVESTING
ADDITIONAL INFORMATION ABOUT TAX LOSS HARVESTING
RETIREMENT PLANNING TOOLS
SELF CLEARING
SMART BETA
SOCIALLY RESPONSIBLE INVESTING
INVESTS IN COMMODITIES
INVESTS IN REAL ESTATE
SUMMARY
NO SUMMARY

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