Wallet Wisely's Top 5 Robo-Advisors
Robo-advisors have truly disrupted the financial services industry and are no longer an untested investment management tool. Almost every large brokerage firm has adopted some version of robo-advisory though many have tried to create a more sophisticated. However, the core of what makes a robot-advisor is an excellent tool for do-it-yourself investors. Investment returns following well-developed asset allocation strategies and use of high quality, low-cost exchange traded funds (ETF’s) make robo-advisory products our top choice. The consumer really has a wealth of investment tools and options available to them.
Below we rank what we see as the Top 8 Robo-Advisors in the marketplace.
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Firm |
Fees |
Account Minimum |
Features |
Promotions |
Learn More |
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$4 or 0.25% Management Fee
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$0 |
- Free Tax Loss Harvesting
- Expert Financial Advice for fee |
N/A
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0.25% Management Fee |
$500 minimum |
-Free Tax Loss Harvesting |
$50 Starter offer. |
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0.30% management Fee |
$500 minimum |
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Get up to $600 for a limited time. Promo Code BONUS23
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0% management fee on balances less than $25,000
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$0, $10 to invest |
Investors with more than $25,000 in their accounts can have unlimited 30-minute phone calls with advisors
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Get a 10% match on your first $300 of deposits and earn $50 when you deposit $25 with Fidelity Bloom℠ |
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0.15% management fee |
$3,000 minimum
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No advisory fees
your first 90 days of Vanguard Digital Advisor investment management
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