Vanguard

Additional information

Fees

0.30% management fee

Promotion

No promotion available at this time

Why We Like It

Vanguard Personal Advisor Services is an excellent choice for investors who can meet the $50,000 account minimum and want to use the computer algorithms of a robo-advisor while maintaining access to a human touch.

Pros

• Low advisor fee and lower account minimum for an online planning service.
• Comprehensive advice with goals-based planning.
• Unlimited access to financial advisors.
• Solid investment selection with Vanguard’s suite of funds.

Cons

• No tax-loss harvesting.
• Must move outside assets over to Vanguard.

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