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WealthSimple vs Vanguard Personal Advisor


 WealthSimple
 Learn MoreLearn More
 

WealthSimple

Vanguard Personal Advisor

SPECIAL OFFER
Wealthsimple Cash Account - Learn More

 

Benefits and Features

Annual Fee0.5% for accounts up to $100k; 0.4% for accounts over $100k
0.3%
Minimum Deposit
$0
$50,000
Phone SupportYes - M-Th 9a-8p ET; Fri 9a-5:30p ET
Yes
Live Chat Support
No
No
Email Support
Yes
Yes
Human Advisors
Yes
Yes
Robo Advisor
Check
Check
Assets Under Management
$2 Billion
$100+ Billion
Minimum Investment 
$50,000
Tax Loss HarvestingAvailable for accounts over $100,000
client-by-client basis
Goal Tracker
No
Yes
Automatic Deposits
Yes
Yes
Online Platform
Yes
Yes
iPhone App
Yes
Yes
Android App
Yes
Yes
Mobile App 
iOS & Android
Investment Tracking 
Check
Single Stock Diversification 
No
Fractional Shares
Yes
No
Taxable Accounts
Yes
Yes
401k Plans
No
No
IRA Accounts
Yes
Yes
Roth IRA Accounts
Yes
Yes
SEP IRA Accounts
Yes
Yes
Trust Accounts
Yes
Yes
529 Plans
No
No
 

CreditDonkey® Reviews

 WealthSimple
Annual FeeStarStarStarStarHalf Star
Minimum DepositStarEmpty StarEmpty StarEmpty StarEmpty Star
Human AdvisorsStarStarStarStarStar
Customer ServiceStarStarStarStarEmpty Star
Pros & ConsPros:
  • Professionally managed by human advisors
  • Low annual fee
  • Backed by prestigious brand
Cons:
  • High minimum investment
  • Extra transaction fees
  • No continuous tax loss harvesting
Bottom LineHybrid robo and human advisor providing personalized advice for low fees, for investors with $50k to start... Read full review

Wealthsimple 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.

Vanguard Personal Advisor: Pricing information from published website as of 04/04/2018


Articles on Vanguard Personal Advisor

Vanguard Personal Advisor

Typically, robo-advisors mean strictly online portfolio management with no human interaction. Vanguard Personal Advisor Services set out to be the face of change by combining the two services. Is it all it's cracked up to be?

Which Do You Think is Best?





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