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WSJ tested four robo-advisors. Here are their fees

Facial Gone  •  Messages: 8  •  Years on forum: 11.3 05:49 AM 11/14/2017
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.



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