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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
Account Transfer Fee
Starting at $0
Account Termination Fee
Starting at $0
Investment Expense Ratios
0.07% - 0.14%
Management Fee
0.25% - 0.5%
Minimum Account
$2,000
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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