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Betterment accounts under $10,000 in value you must either deposit $100/month or charged $3/month instead of the 0.35% annual fee.
Although Charles Schwab’s service is free they hold 6%-30% in cash.
WiseBaynan is currently beta testing their Tax-Loss Harvesting service.
Smart401k’s app is only a calcuator and cannot be used to manage your account.
Betterment will introduce a service to directly manage 401(k) plans and is expected to be rolled out in first quarter 2016.
FutureAdvisor can directly manage your 401(k) if with Fidelity and has the BrokerageLink functionality.
We’re always looking for ways to improve our reviews and make it easier for your investment-making process. If you don’t see a robo-advisor or feature listed, let us know.
Robo-advisors are quickly taking over the investing space as a way to automate your investments, save money, and have more control over your portfolio. When comparing these tech advisors be sure they offer features you’re looking for, are affordable, have a mobile app, and generally tick all the boxes for your situation.
Many of these robo-advisors are startups and have only been around a few years, but that doesn’t mean they don’t offer amazing products and features as well as outstanding customer service. Give them a try and find out for yourself!