| AUM | Launched | Human advice | Cost | Minimum | Interesting feature | ||
|---|---|---|---|---|---|---|---|
| /assets/graphics src="/wp-content/uploads2017/06/CI110548531.JPG" | Vanguard Personal Advisor Services | $65 billion (as of May 15, 2017) | 2015 | Clients can call into a center for live financial advice, and those with at least $500,000 work with a dedicated adviser. | 0.3% of AUM management fee | $50,000 | Two-decade history of providing advice to individuals. |
| /assets/graphics src="/wp-content/uploads2017/06/CI110549531.JPG" | Schwab Intelligent Portfolios | $15.9 billion(as of March 31, 2017) | 2015 | Customer support 24/7 via phone, email and chat. | None. | $5,000 | Schwab introduced a hybrid service Schwab Intelligent Advisory with a $25,000 minimum that charges a .28% annual advisory fee and includes ongoing access to a planning consultant. |
| /assets/graphics src="/wp-content/uploads2017/06/CI110550531.JPG" | Betterment | $9 billion(as of March 30, 2017) | 2010 | Clients with at least $100,000 in assets can pay a .4% annual fee for an annual call with our team of CFP professionals and licensed experts; those with $250,000 can pay a .5% fee for unlimited email and telephone advice from CFP professionals and licensed experts. | 0.25% of AUM management fee | None | The largest independent digital platform is seeking wealthier clients and may introduce alternative investments to its platform. |
| /assets/graphics src="/wp-content/uploads2017/06/CI110552531.JPG" | Wealthfront | $6.5 billion(as of May 30, 2017) | 2011 | None. | Free for first $10,000, beyond that .25% of AUM annual management fee | $500 ($100,000 for tax optimized direct indexing) | Its has a program to help clients who hold shares in their public company employers to sell that stock tax-efficiently and commission free. |
| /assets/graphics src="/wp-content/uploads2017/06/CI110553531.JPG" | Personal Capital | $4.3 billion(as of May 2017) | 2011 | Since 2011 its digital offering has included human adviser help by phone, web conference, chat or email. | 0.89% annual advisory fee for first $1 million in assets (fee decreases as assets increase) | $100,000 | Firm's retirement planner shows users if they are in good shape for retirement based on data from their linked accounts and considerations such as if they are having a baby or putting kids through college. |
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