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Last Updated: 04/18/2025

SigFig Investment Advisor

from SigFig Wealth Management, LLC

Last Updated: 04/18/2025

Rating not yet determined1 total votes

1 users recommend

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Highlights

Minimum Initial Investment

$2,000

Management Fee

0% - 0.25%

SigFig Investment Advisor Review

SigFig is a financial services company founded in 2007 and based in San Francisco, CA.

SigFig Pros & Cons

The Good

The Bad

Broad selection of account types.
Competitive investment expense ratios.

Does not offer low-cost ETFs.
Does not give access to human finance advisors.
Tax-loss harvesting not available.
Limited investment options.

SigFig FAQ

What fees does SigFig charge?

SigFig uses a fee-only model.

This means SigFig gets paid a flat fee regardless of what financial products or services you use. It also means they have a fiduciary responsibility to their clients. Instead of making money on trades commissions or selling products, they recommend an asset allocation and get paid a flat-fee or a percentage of the assets under administration. That requires that they act in their client’s financial best interest at all times.

SigFig Investment Advisor Fees

Description

Monthly Service Fee

Annual Fee

Management Fee

0% - 0.25%

Fee Based?

What management fees does SigFig charge?

SigFig charges a fixed monthly fee of $0 to $0 .

Many financial advisors charge based on how much money they oversee by using a fee-structure called “assets under management,” or AUM. For instance, a 0.40% fee translates to $4 per year for every $1,000 an investment advisor manages. Management fees, also known as maintenance fees, cover the operating costs of investment advisors and are typically deducted from your account every month or quarter. The management fee does not cover the underlying expense ratios of the investment vehicles purchased by investment advisors.

What are the investment expense ratios of SigFig?

Hiring an investment advisor with competitive investment fees is one of the most important steps to maximizing your portfolio's performance. Investment expense ratios can vary drastically depending on the types of accounts and assets involved. A survey by the ICI puts the average expense ratio for actively managed funds at 0.76% and indexed funds at 0.08%. The investment expense ratios of an investment advisor will vary depending on the type of assets they invest in and whether they attach additional charges to fund fees.

SigFig does not charge fees based on an investment expense ratio.

What type of investment accounts and asset classes does SigFig support?

SigFig Wealth Management, LLC offers the following types of assets and account types.

Accounts Supported

Supported Options

Unsupported Options

Individual Non-Retirement Accounts
Joint Non-Retirement Accounts
Roth IRA
Traditional IRA
Rollover IRA
SEP IRA
Trusts

529 College Savings Plans
Employer Sponsored Plans
Custodial Accounts

SigFig Wealth Management, LLC does not offer any of the investment vehicles that we track.

What is the minimum amount you have to invest to open an account with SigFig?

The minimum amount to open an account with SigFig is $$2,000.

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Contact

Headquarters

225 Valencia Street

San Francisco, CA 94103

(415) 558-9611

Visit Site

Email Support

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SuperMoney Net Recommendation Score

Not enough SuperMoney users have reviewed this product to provide a recommendation score or rating.

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The recommendation score reflects customer satisfaction with a provider. A score of +100 means every customer recommends the provider, while -100 means none of them do. These scores are based entirely on community member votes and are not influenced by partner compensation. SuperMoney removes fake reviews when detected.

SigFig Investment Advisor Community Reviews

Would you recommend SigFig Investment Advisor to your friends?

Garbriele I.

Nov 25, 2020

May or may not recommend

SigFig is one of the best choices among Robo-advisors for low-cost investment portfolio management: The company charges a competitive 0.25% fee for account management, with free management on the first $10,000. But SigFig's $2,000 account minimum is higher than that of many competitors, however, but its offer of unlimited free financial counseling is rarely seen an offer that more than makes up for the high account minimum, after all, free ...Show More

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