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SigFig

in Investment Advisors

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SigFig

Unaffiliated

in Investment Advisors

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Feature Breakdown

Fee Based  
Monthly Fee $0
Annual Fee $0
Management Fee 0% - 0.25%
Account Transfer Fee $0
Account Termination Fee $0
Investment Expense Ratios 0.07% - 0.15%
Minimum Account $2,000
Software Managed  
Independent/Registered Investment Advisor  
Accounts Supported
  • Individual Non-retirement Accounts.
  • Joint Non-retirement Accounts.
  • Rollover IRA
  • Roth IRA
  • SEP IRA
  • Traditional IRA
  • Trusts
Tax Strategies
  • Daily Tax-loss Harvesting
Automatic Rebalancing  

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