We've reviewed many investing and personal finance services. We want to help you make the best decision of which service best suits your needs.
This comparison we review E*TRADE Core Portfolios and Vanguard Personal Advisor Services.
From our research, annual fees, minimum deposit, and 401(k) support the most important
features which choosing a robo advisor. Let's look at how E*TRADE Core Portfolios and Vanguard Personal Advisor Services stack up against each other on these features.
To start, we will compare the fees for trading with both robo
advisors. E*TRADE Core Portfolios has
annual fees at 0.30% fee per year. In
contrast, Vanguard Personal Advisor Services has annual fees of 0.30%.
When it comes to fees, both E*TRADE Core Portfolios and Vanguard Personal Advisor Services are equal in annual fees.
Let's consider the minimum investment that's required to use both E*TRADE Core Portfolios and Vanguard Personal Advisor Services.
At $5,000, E*TRADE Core Portfolios requires a smaller minimum deposit.
When it comes to supporting 401(k) plans, there is a clear line of division. Vanguard Personal Advisor Services does offer support for 401(k) plans, while E*TRADE Core Portfolios does not. If you are someone who wants input on your employee-sponsored retirement account, Vanguard Personal Advisor Services will be your option.
Overall, E*TRADE Core Portfolios rates 7.5 out of 10, while Vanguard Personal Advisor Services ranks 8 out of 10. For more information on either, you can read our full reviews on E*TRADE Core Portfolios and Vanguard Personal Advisor Services.
|Review||E*TRADE Core Portfolios Review||Vanguard Personal Advisor Services Review|
Overall rating as by Investor Junkie.Rating
|Commissions & Fees|
|Ease of Use|
|Tools & Resources|
|Accounts Available||Taxable, Joint, Roth IRA, Traditional IRA, Rollover IRA, Custodial||Taxable, Joint, Roth IRA, Traditional IRA, Rollover IRA, SEP IRA, SIMPLE IRA, Trusts|
|Advice||Human Assisted||Human Assisted|
Does the robo-advisor offer assistance with your employer sponsored retirement plan?401(k) Guidance
|Tax Loss Harvesting|
|Retirement Planning Tools|
|Automatic Deposits||Daily, Weekly, Biweekly and Monthly||Weekly, Biweekly, Monthly and Bimonthly|
|Socially Responsible Investing|
|Invests in Commodities|
|Invests in Real Estate|
How can you access the sevice? Website only? Via smartphone app?Access
|Website, iOS App, Android App||Website, iOS App, Android App|
More security to prevent unauthorized access to your account.Two-Factor Authentication
|Customer Service||Phone: M-F 12A-11:59P ET; Live Chat: 24/7||Phone M-F 8A-8P ET; Email M-F|
|Assets Under Management||$4B||$101B|
|Number of Accounts||229K||N/A|
|Sign Up||Sign Up|
About E*TRADE Core Portfolios
E*TRADE Core Portfolios offers a robo advisor service at a reasonable cost. If you are an existing E*TRADE customer and are considering an automated investment service, you may want to use Core Portfolios. Unfortunately, you need at least $5,000, and it doesn't offer tax-loss harvesting.
About Vanguard Personal Advisor Services
A solid entry into the robo advisor space, Vanguard Personal Advisor Services is backed by the trusted Vanguard brand and features real, live human advisors you can call. Unfortunately, the service requires a hefty $50k deposit, which excludes many beginning investors.