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Wealthfront vs Vanguard Personal Advisor Services
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Review | Wealthfront Review | Vanguard Personal Advisor Services Review |
Overall Rating | ||
Management Fees Annually | 0.0% up to $10,000 0.25% above $10,000 | 0.30% |
Fund Fees | 0.12% | 0.04% → 0.12% |
Account Types | Taxable, Roth IRA, SEP IRA, Traditional IRA, Rollover IRA, Trusts, Joint, 529 | Taxable, Roth IRA, SEP IRA, Traditional IRA, Rollover IRA, Trusts, Joint |
529 Guidance | ✅ | ✅ |
Chartered Financial Professionals | No Human Advice | Live financial advisors |
Automatic Tax Loss Harvesting | ✅ | ✅ |
Tax Coordinated Strategy | ✅ | ✅ |
Tax Minimization Method | N/A | N/A |
Automatic Portfolio Rebalancing | ✅ | ✅ |
Private Wealth Management | ❌ | ✅ |
Socially Responsible/Values Based Investing | ✅ | ❌ |
Supports Charitable Donations | ❌ | ❌ |
Account Minimum | $500 | $50,000 |
Fractional Shares | ❌ | ❌ |
Retirement Planning Tools | ✅ | ✅ |
Support Real Estate Investments | ✅ | ❌ |
Investment Method | Based on risk tolerance | Based on risk tolerance |
Portfolio holdings | ETFs & Individual Securities | Vanguard index funds, ETFs, and active funds |
Technology | Web-based, iOS & Android | Web-based, iOS, Android |
Gender Focus | Male & Female | Male & Female |
Security | Two-factor authentication, 256-bit SSL | Industry standard |
Customer Service | Phone, Email | Phone, Video, Email |
User Experience | Very Good | Good |
Promotions | First $10k Managed Free | N/A |
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