Essential Robo-Advisor Platforms for Hands-Off Portfolio Management
Hey everyone, Marcus K. here! If you're looking to grow your wealth without constantly checking the markets, then automated investing platforms are definitely worth a look. These services take the guesswork out of building and managing a diversified portfolio, letting your money work for you with a personalized strategy.
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| # | Title | Minimum Investment ($) | Advisory Fee (%) | Key Account Types | Portfolio Approaches | Actions |
|---|---|---|---|---|---|---|
| 1 | Betterment | 0 | 0.25 | Taxable, Roth IRA, Traditional IRA, SEP IRA, Trust | Diversified, Socially Responsible, Flexible Portfolios | |
| 2 | Wealthfront | 500 | 0.25 | Taxable, Roth IRA, Traditional IRA, SEP IRA, 529 College Savings, Trust | Classic, Socially Responsible, Smart Beta, Risk Parity, Crypto | |
| 3 | Fidelity Go | 0 | 0.35 | Taxable, Roth IRA, Traditional IRA | Standard diversified (based on risk tolerance) | |
| 4 | Schwab Intelligent Portfolios | 5000 | 0 | Taxable, Roth IRA, Traditional IRA, SEP IRA, Trust, 529 | Diversified, Income, Thematic | |
| 5 | Vanguard Digital Advisor | 100 | 0.15 | Taxable, Roth IRA, Traditional IRA, Rollover IRA, 529 | Diversified (using Vanguard ETFs) | |
| 6 | SoFi Automated Investing | 50 | 0 | Taxable, Roth IRA, Traditional IRA, SEP IRA | Diversified (based on risk profile) | |
| 7 | M1 Finance | 100 | 0 | Taxable, Roth IRA, Traditional IRA, SEP IRA, Trust | Expert Pies (Aggressive, Moderate, Income, Socially Responsible) | |
| 8 | Ellevest | 0 | 12 | Taxable, Roth IRA, Traditional IRA, SEP IRA | Gender-aware, Socially responsible | |
| 9 | Axos Invest | 500 | 0.24 | Taxable, Roth IRA, Traditional IRA, SEP IRA, Trust | Diversified, Thematic | |
| 10 | Ally Invest Managed Portfolios | 100 | 0 | Taxable, Roth IRA, Traditional IRA, Rollover IRA | Cash-Enhanced, Market-Focused, Income, Growth, Socially Responsible, Tax-Optimized | |
| 11 | E*TRADE Core Portfolios | 500 | 0.3 | Taxable, Roth IRA, Traditional IRA, Rollover IRA, Custodial | Diversified, Socially Responsible, Smart Beta | |
| 12 | Merrill Guided Investing | 1000 | 0.45 | Taxable, Roth IRA, Traditional IRA, SEP IRA, 529, Trust | Diversified (ETFs, Mutual Funds) | |
| 13 | Empower (formerly Personal Capital) | 100000 | 0.89 | Taxable, Roth IRA, Traditional IRA, Rollover IRA, Trust | Diversified, Wealth Management |
Minimum Investment ($)0
Advisory Fee (%)0.25
Key Account TypesTaxable, Roth IRA, Traditional IRA, SEP IRA, Trust
Portfolio ApproachesDiversified, Socially Responsible, Flexible Portfolios
Minimum Investment ($)500
Advisory Fee (%)0.25
Key Account TypesTaxable, Roth IRA, Traditional IRA, SEP IRA, 529 College Savings, Trust
Portfolio ApproachesClassic, Socially Responsible, Smart Beta, Risk Parity, Crypto
Minimum Investment ($)0
Advisory Fee (%)0.35
Key Account TypesTaxable, Roth IRA, Traditional IRA
Portfolio ApproachesStandard diversified (based on risk tolerance)
Minimum Investment ($)5000
Advisory Fee (%)0
Key Account TypesTaxable, Roth IRA, Traditional IRA, SEP IRA, Trust, 529
Portfolio ApproachesDiversified, Income, Thematic
Minimum Investment ($)100
Advisory Fee (%)0.15
Key Account TypesTaxable, Roth IRA, Traditional IRA, Rollover IRA, 529
Portfolio ApproachesDiversified (using Vanguard ETFs)
Minimum Investment ($)50
Advisory Fee (%)0
Key Account TypesTaxable, Roth IRA, Traditional IRA, SEP IRA
Portfolio ApproachesDiversified (based on risk profile)
Minimum Investment ($)100
Advisory Fee (%)0
Key Account TypesTaxable, Roth IRA, Traditional IRA, SEP IRA, Trust
Portfolio ApproachesExpert Pies (Aggressive, Moderate, Income, Socially Responsible)
Minimum Investment ($)0
Advisory Fee (%)12
Key Account TypesTaxable, Roth IRA, Traditional IRA, SEP IRA
Portfolio ApproachesGender-aware, Socially responsible
Minimum Investment ($)500
Advisory Fee (%)0.24
Key Account TypesTaxable, Roth IRA, Traditional IRA, SEP IRA, Trust
Portfolio ApproachesDiversified, Thematic
Minimum Investment ($)100
Advisory Fee (%)0
Key Account TypesTaxable, Roth IRA, Traditional IRA, Rollover IRA
Portfolio ApproachesCash-Enhanced, Market-Focused, Income, Growth, Socially Responsible, Tax-Optimized
Minimum Investment ($)500
Advisory Fee (%)0.3
Key Account TypesTaxable, Roth IRA, Traditional IRA, Rollover IRA, Custodial
Portfolio ApproachesDiversified, Socially Responsible, Smart Beta
Minimum Investment ($)1000
Advisory Fee (%)0.45
Key Account TypesTaxable, Roth IRA, Traditional IRA, SEP IRA, 529, Trust
Portfolio ApproachesDiversified (ETFs, Mutual Funds)
Minimum Investment ($)100000
Advisory Fee (%)0.89
Key Account TypesTaxable, Roth IRA, Traditional IRA, Rollover IRA, Trust
Portfolio ApproachesDiversified, Wealth Management
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