BETTERMENT PREMIUM
Price: 0.4% (with no fees on balances above $2 million), plus investment fees of 0.07% to 0.16%.
Minimum investment: $100,000
SCHWAB INTELLIGENT ADVISORY
Price: 0.28% (with payments capped at $3,600 a year), plus investment fees of 0.07% to 0.22%.
Minimum investment: $25,000
UNITED INCOME
Price: 0.5% to 0.8% (with discounts for accounts valued at more than $500,000), plus investment fees of 0.1% to 0.25%.
Minimum investment: Financial plans and Social Security advice are free; $10,000 for those services plus investment management; $300,000 for everything in the lower tiers plus a dedicated adviser.
VANGUARD PERSONAL ADVISOR SERVICES
Price: 0.3%, plus investment fees that range from 0.04% to 0.12%
Minimum investment: $50,000
Article: Robo Advisers Turn Toward Retirees: We took four services for a test drive; Here's how they compared.
|
|