WealthSimple vs Vanguard Personal Advisor
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| Learn More | Learn More | |
WealthSimple | Vanguard Personal Advisor | |
|---|---|---|
Wealthsimple Cash Account - | ||
Benefits and Features | ||
| Annual Fee | 0.5% for accounts up to $100k; 0.4% for accounts over $100k | |
| Minimum Deposit | ||
| Phone Support | Yes - M-Th 9a-8p ET; Fri 9a-5:30p ET | |
| Live Chat Support | ||
| Email Support | ||
| Human Advisors | ||
| Robo Advisor |  | |
| Assets Under Management | ||
| Minimum Investment | ||
| Tax Loss Harvesting | Available for accounts over $100,000 | |
| 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 | ||
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| Annual Fee |   | |
| Minimum Deposit |  | |
| Human Advisors | | |
| Customer Service | | |
| Pros & Cons | Pros:
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| 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. 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?
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