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Rating
7.08
Commission & Fees
6
Customer Service
8
Ease of Use
9.5
Tools & Resources
7
Investment Options
6
Asset Allocation
6
Suitable for:
  • Novice investor
  • Intermediate investors
  • Individual Retirement Account
  • Social investment
Short description:

Swell Investing is an advanced robo consultant with a Socially Responsible investment opportunity. The system is designed for many areas, including green energy, social activities and other popular areas. Basic investment is only $ 50. It is convenient for beginners and novice investors. As disadvantages, it is worth noting the absence of tax-loss harvesting and some of the options that competitors have. Service fees are also slightly higher than other robo consultants.

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All characteristics

GENERAL CHARACTERISTICS
MINIMUM ACCOUNT $50
Management fee 0.75%/year
ADDITIONAL INFORMATION ABOUT MANAGEMENT FEE
ASSETS UNDER MANAGEMENT > $16 Mln
NUMBER OF USERS > 8484
AVERAGE ACCOUNT SIZE $1937
YEAR FOUNDED 2015
PROMOTIONS Invest for Free for 1 Year With Promo Code
SERVICES
HUMAN ADVISORS
ADDITIONAL INFORMATION ABOUT HUMAN ADVISORS
PORTFOLIO REBALANCING
AUTOMATIC DEPOSITS
Access platforms Website
TWO-FACTOR AUTHENTICATION
CUSTOMER SERVICE Phone: M-F 9-5 PT; Email
CLEARING AGENCY Folio Institutional
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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