Misc.Jul 23, 2019
PayPaleBVD00

robo-advisor for portfolio

i have been reading a lot about Wealthfront and Betterment and was intrigued. right now I am using Personal Capital to manage my money (~500k retirement portfolio), is it worth moving to robo advisors for the smaller fees? Anybody else move a large portfolio over to them?

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adampisces Jul 23, 2019

I used betterment. The automatic rebalancing and tax loss harvesting was useful especially as I was able to refer enough people that I had no fees for a year. Since retiring those benefits were no longer useful for me so I moved money back out.

Tibco software !mlikoj! Jul 23, 2019

Try PersonalCapital

PayPal eBVD00 OP Jul 23, 2019

I’m using them already. Was wondering if the lower fees is worth it.

Tibco software !mlikoj! Jul 23, 2019

I'm using Wealthfront and their returns haven't been great over the past year.

Facebook hdhjjfksjs Jul 23, 2019

Personal capital charges too much fees, so unless you really benefit from the personal advisor, I would recommend moving to wealthfront