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Rating
6.83
Commission & Fees
7
Customer Service
6.5
Ease of Use
7
Tools & Resources
7.5
Investment Options
6
Asset Allocation
7
Suitable for:
  • Intermediate investors
  • Individual Retirement Account
  • Professional investor
Short description:

SigFig is a universal service with the ability to use the services of a robo consultant. The system offers personal asset management and a free set of Portfolio Tracker options. The service is convenient for a basic amount of investors, but offers simple recommendations. The functionality of the robo consultant has several limitations.

COMPARE ALL INVESTMENT ADVISORS
Advisor screener

All characteristics

GENERAL CHARACTERISTICS
MINIMUM ACCOUNT $2000
Management fee 0%/year
ADDITIONAL INFORMATION ABOUT MANAGEMENT FEE 0% (First $10k); 0.25%/year ($10k+); 0.50% (Diversified Income Portfolio)
ASSETS UNDER MANAGEMENT > $210 Mln
NUMBER OF USERS > 3934
AVERAGE ACCOUNT SIZE $53622
YEAR FOUNDED 2007
PROMOTIONS
SERVICES
HUMAN ADVISORS
ADDITIONAL INFORMATION ABOUT HUMAN ADVISORS
PORTFOLIO REBALANCING
AUTOMATIC DEPOSITS
Access platforms
TWO-FACTOR AUTHENTICATION
CUSTOMER SERVICE Website, iOS App, Apple Watch, Android App
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 Minimum account balance of $10,000.
RETIREMENT PLANNING TOOLS
SELF CLEARING
SMART BETA
SOCIALLY RESPONSIBLE INVESTING
INVESTS IN COMMODITIES
INVESTS IN REAL ESTATE
SUMMARY
NO SUMMARY

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