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Vanguard - Personal Advisor Services
Summary: Vanguard offers a low-cost robo-advisory service with a human touch. Greeted by a live financial planner (often a CFP)albeit over the phone and electronically, they guide you through the process and work with you to create a portfolio and financial plan optimized to your needs. This added human touch adds to the roboadvisory service, allowing the client to feel like they are having a more personalized experience, as well as the ability to reach a live person when questions arise. Of course, Vanguard recommends the use of its own ETFs within its portfolios.
Offering: Vanguard offers investment advisory services tailored to your specific situation, be it saving for retirement, college education, or a home. A professional advisor guides you through the process and takes care of rebalancing your portfolio on an ongoing basis so you don't have to actively monitor the holdings yourselves.
Fee: 0.30% of assets under management + ETF management fees.
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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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.