Consolidating investments into one advisor

20-Nov-2020 15:52

It also offers direct indexing for accounts with 0,000 or more, which mimics ETFs with direct investments in stocks to capture the greatest tax loss harvesting benefits. Schwab Intelligent Portfolios is the ​robo-advisor product from Charles Schwab, one of the biggest investment companies in the United States.

Schwab has .36 trillion in assets under management, with billion in ​robo-advising accounts.​​What makes Schwab Intelligent Portfolios most noteworthy isn’t the management company, it’s the fees.

Here’s how they work: Robo-advisors are computer automated investment platforms.

After signing up and filling out a short survey answering questions about your age, retirement goals and risk tolerance, the robo-advisor will put together an optimal portfolio for your goals and automatically manage it to stay on track over time.

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The first ,000 you deposit is managed free, which makes Wealthfront the top choice for those looking to test out the waters in robo-advising.If you have existing loans at So Fi, you won’t pay fees for wealth management.If you only use the investing service, you’ll pay no fees up to a ,000 portfolio, beating the portfolio size for free investing at Wealthfront, and charges a competitive .25 percent for balance over ,000. So Fi Wealth members get more than computer investment management, however.With over billion in assets under management, Wealthfront is another great robo-advisor option.

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The majority of accounts pay a low .25 percent management fee.

Even if you don’t sign up for the advising service, the Personal Capital free investment and finance management tools are hugely valuable and worth a look.