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SigFig

Summary: SigFig is a pure roboadvisor; electronically setting up its clients with investment portfolios tailored to their needs and risk appetite. At an all-in cost of 0.40% and no commission or trading fees, SigFig is a low-cost option for tailored, passive investing.  

Offering: SigFig offers a web-based portal for asset management services. After a short questionnaire to provide details on risk tolerances and investment goals, SigFig tailors a portfolio specifically designed for your needs. Customers have the ability to scale up or down the risk level of their portfolio, shifting their asset allocation. While not offering a tax-loss harvesting option, the comany does focus on minimizing capital gains by limiting the number of rebalances and trades. 

Fee: 0.25% of average annual assets along with an ETF average expense ratio of 0.15%. 

Ranking: Please Stay Tuned for our upcoming rankings!

Review: We will include our review shortly! Please stay tuned for further updates!

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The List

There are many roboadvisors to choose from; each with distinct characteristics and a wide variety of services offered. We break down the similarities and differences between these firms here at The List.