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Rebalance IRA vs Wealthfront


 

Rebalance IRA

Wealthfront

SPECIAL OFFER
Wealthfront Cash Account - Learn More

Read Wealthfront Review

 

Benefits and Features

Savings 
5% APY Cash Management Account
Annual Fee0.5%; $250 one-time set up charge
0.25%
Minimum Deposit
$100,000
$500
Phone Support
M-F 8:30a-8:30p ET
Yes
Live Chat Support
No
No
Email Support
Yes
Yes
Human Advisors
Yes
No
Robo Advisor
Check
Check
Assets Under Management
$500 Million
$10+ Billion
Tax Loss Harvesting
No
Yes
Goal Tracker
No
Yes
Automatic Deposits
Yes
Yes
Online Platform
Yes
Yes
iPhone App
No
Yes
Android App
No
Yes
Mobile App 
Yes
Single Stock Diversification 
Yes
Fractional Shares
No
No
Taxable Accounts
Yes
Yes
401k Plans
Yes
No
IRA Accounts
Yes
Yes
Roth IRA Accounts
Yes
Yes
SEP IRA Accounts
Yes
Yes
Trust Accounts
Yes
Yes
529 Plans
No
Yes
 

CreditDonkey® Reviews

Annual FeeStarStarStarStarHalf Star
Minimum DepositStarStarStarStarHalf Star
Investment TypesStarStarStarStarEmpty Star
Customer ServiceStarStarStarEmpty StarEmpty Star
Pros & ConsPros:
  • Minimal opening deposit & fees
  • Advanced goal tracker
  • Tax loss harvesting
Cons:
  • No human advisors
  • No fractional shares
Bottom LineGood robo-advisor for hands-off investor. Fees are low, but lack human advisors... Read full review

Wealthfront Cash Account

Blank fields may indicate the information is not available, not applicable, or not known to CreditDonkey. Please visit the product website for details.

Rebalance IRA: Pricing information from published website as of 06/14/2018

Wealthfront: Pricing information from published website as of 04/20/2024.


Articles on Wealthfront

Wealthfront Review

Wealthfront simplifies long-term, low-cost investing with a diversified portfolio. But is it safe? Read on to learn if Wealthfront is worth it.

Which Do You Think is Best?





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