- Novice investor
- Intermediate investors
- Individual Retirement Account
- Social investment
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.
|ADDITIONAL INFORMATION ABOUT MANAGEMENT FEE||—|
|ASSETS UNDER MANAGEMENT||> $16 Mln|
|NUMBER OF USERS||> 8484|
|AVERAGE ACCOUNT SIZE||$1937|
|PROMOTIONS||Invest for Free for 1 Year With Promo Code|
|ADDITIONAL INFORMATION ABOUT HUMAN ADVISORS||—|
|CUSTOMER SERVICE||Phone: M-F 9-5 PT; Email|
|CLEARING AGENCY||Folio Institutional|
|Taxable||Traditional IRA||SEP IRA|
|Annuities||Money Market||Roth IRA|
|TAX LOSS HARVESTING||—|
|ADDITIONAL INFORMATION ABOUT TAX LOSS HARVESTING||—|
|RETIREMENT PLANNING TOOLS||—|
|SOCIALLY RESPONSIBLE INVESTING|
|INVESTS IN COMMODITIES||—|
|INVESTS IN REAL ESTATE||—|
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