Charles Schwab Intelligent Portfolio vs Vanguard Personal Advisor
Charles Schwab Intelligent Portfolio | Vanguard Personal Advisor | |
|---|---|---|
Benefits and Features | ||
| Annual Fee | ||
| Minimum Deposit | ||
| Phone Support | ||
| Live Chat Support | ||
| Email Support | ||
| Human Advisors | ||
| Robo Advisor |  | |
| Assets Under Management | ||
| Minimum Investment | ||
| Tax Loss Harvesting | Available for accounts $50,000 and over | |
| Goal Tracker | ||
| Automatic Deposits | ||
| Online Platform | ||
| iPhone App | ||
| Android App | ||
| Mobile App | ||
| Investment Tracking | | |
| Single Stock Diversification | ||
| Fractional Shares | ||
| Taxable Accounts | ||
| 401k Plans | ||
| IRA Accounts | ||
| Roth IRA Accounts | ||
| SEP IRA Accounts | ||
| Trust Accounts | ||
| 529 Plans | ||
CreditDonkey® Reviews | ||
| Annual Fee |   | |
| Minimum Deposit |  | |
| Human Advisors | | |
| Customer Service | | |
| Pros & Cons | Pros:
| |
| Bottom Line | Hybrid robo and human advisor providing personalized advice for low fees, for investors with $50k to start... | |
Blank fields may indicate the information is not available, not applicable, or not known to CreditDonkey. Please visit the product website for details. Charles Schwab Intelligent Portfolio: Pricing information from published website as of 06/14/2018 Vanguard Personal Advisor: Pricing information from published website as of 04/04/2018 | ||
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