AmazonCloudBuff

Vanguard Digital Advisor with Tax Loss Harvesting

Is it worth it? Would like to hear from you if you have used this Vanguard service. I am an experienced investor; have Schwab intelligent portfolios for over 5 years. Have my own opinion about Robo advisors in general. But, keen to hear from the community. #personalfinance #investments

Oracle wvgdfhjndl Jun 1, 2023

How much they are charging ?

Amazon CloudBuff OP Jun 1, 2023

0.25%

Oracle wvgdfhjndl Jun 1, 2023

Fidelity is charging 0.78 for same thing but it is not robot advisor

Oracle mahakal1 Jun 1, 2023

How is your experience about Charles intelligent portfolio, specially return wise? Is it better than investing in sp500 index funds?