Robo-Advisors

Robo-Advisors are like automatic, if not self-driving cars. To invest with a robo-advisor, you don’t need extensive investing know-how. Most robo-advisors will ask you a series of questions online, then set you up with a portfolio in minutes.

Minimum Deposit

$1,000

Portfolio

In-house funds

Pricing

0.7% / 0$ - 99,999$ 0.6% / 100,000$ - 249,999$ 0.5% / 250,000$ - 499,999$ 0.4% / 500,000$+

Tax Optimization

N/D

Personalized Help

N/A

Mobile App

N/A

Rebalancing

N/A

Tax Optimization

N/A

Personalized Help

N/A

Mobile App

N/A

Rebalancing

N/A

Minimum Deposit

$0

Portfolio

ETFs

Pricing

free for the first year / $0-$5,000 0.5% / $0-$99,999 0.4% / $100,000+

Tax Optimization

N/D

Personalized Help

N/A

Mobile App

N/A

Rebalancing

N/A

Tax Optimization

Tax efficiency

Personalized Help

On-demand advice

Mobile App

iOS/Android

Rebalancing

Automatic

Minimum Deposit

$0

Portfolio

ETFs

Pricing

$49 / $0 - $9,999 0.5% / $10,000 - $99,999 0.4% / $100,000 - $499,999 0.35% / $500,000+

Tax Optimization

N/D

Personalized Help

N/A

Mobile App

N/A

Rebalancing

N/A

Tax Optimization

Tax efficiency

Personalized Help

Mutual fund fee report

Mobile App

iOS/Android

Rebalancing

Automatic

Minimum Deposit

$5,000

Portfolio

ETFs

Pricing

$120 / $0 - $24,999 0.5% / $25,000 - $499,999 0.4% / $500,000+

Tax Optimization

N/D

Personalized Help

N/A

Mobile App

N/A

Rebalancing

N/A

Tax Optimization

Tax efficient portfolios

Personalized Help

Account structuring, personal financial planning and portfolio transitioning

Mobile App

N/A

Rebalancing

Automatic

Minimum Deposit

$0

Portfolio

In-house funds

Pricing

$100 / $0 - $1,999 0.7% / $2,000 - $99,999 0.6% / $100,000 - $249,999 0.5% / $250,000 - $499,999 0.4% / $500,000 - $999,999 0.35% / $1,000,000+

Tax Optimization

N/D

Personalized Help

N/A

Mobile App

N/A

Rebalancing

N/A

Tax Optimization

Tax loss harvesting

Personalized Help

N/A

Mobile App

N/A

Rebalancing

N/A

Minimum Deposit

$0

Portfolio

ETFs

Pricing

0% / $0 - $4,999 0.6% / $5,000 - $149,999 0.4% / $150,000 - $499,999 0.35% / $500,000+

Tax Optimization

Tax efficiency ($5,000+ assets) Tax loss harvesting ($150,000+ assets)

Personalized Help

Conseils sur demande (Actifs 150,000$+)

Mobile App

iOS/Android

Rebalancing

Automatic ($5,000+ assets)

Tax Optimization

Tax efficiency ($5,000+ assets) Tax loss harvesting ($150,000+ assets)

Personalized Help

On-demand advice ($150,000+ assets)

Mobile App

iOS/Android

Rebalancing

Automatic ($5,000+ assets)

Minimum Deposit

$0

Portfolio

In-house funds

Pricing

1.07%

Tax Optimization

Efficacité fiscale (Actifs 5,000$+) Cristallisation de perte fiscale (Actifs 150,000$+)

Personalized Help

Conseils sur demande (Actifs 150,000$+)

Mobile App

iOS/Android

Rebalancing

Automatique
(Actifs 5,000$+)

Tax Optimization

N/A

Personalized Help

N/A

Mobile App

N/A

Rebalancing

N/A

Minimum Deposit

$25,000

Portfolio

ETFs

Pricing

0.5% / $25,000 - $150,000 + 0.30% thereafter (min 250$/year)

Optimisation fiscale

Efficacité fiscale (Actifs 5,000$+) Cristallisation de perte fiscale (Actifs 150,000$+)

Personalized Help

Conseils sur demande (Actifs 150,000$+)

Mobile App

iOS/Android

Rebalancing

Automatique
(Actifs 5,000$+)

Tax Optimization

Tax-efficient portfolio Tax-Loss Harvesting

Personalized Help

Personalized portfolio management

Mobile App

N/A

Rebalancing

Automatic

Minimum Deposit

$10,000

Portfolio

ETFs

Pricing

0.85% - 1.04%** *Fees differ by portfolio *Fees include ETFs management fees

Optimisation fiscale

Efficacité fiscale (Actifs 5,000$+) Cristallisation de perte fiscale (Actifs 150,000$+)

Personalized Help

Conseils sur demande (Actifs 150,000$+)

Mobile App

iOS/Android

Rebalancing

Automatique
(Actifs 5,000$+)

Tax Optimization

N/A

Personalized Help

N/A

Mobile App

N/A

Rebalancing

Automatic

Minimum Deposit

$0

Portfolio

ETFs / F-class

Pricing

0.6% / $0 - $99,999 0.5% / $100,000 - $249,999 0.4% / $250,000 - $499,999 0.3% / $500,000+

Optimisation fiscale

Efficacité fiscale (Actifs 5,000$+) Cristallisation de perte fiscale (Actifs 150,000$+)

Personalized Help

Conseils sur demande (Actifs 150,000$+)

Mobile App

iOS/Android

Rebalancing

Automatique
(Actifs 5,000$+)

Tax Optimization

N/A

Personalized Help

N/A

Mobile App

N/A

Rebalancing

Automatic

Minimum Deposit

$0

Portfolio

In-house funds

Pricing

0.65% - 1.78%

Optimisation fiscale

Efficacité fiscale (Actifs 5,000$+) Cristallisation de perte fiscale (Actifs 150,000$+)

Personalized Help

Conseils sur demande (Actifs 150,000$+)

Mobile App

iOS/Android

Rebalancing

Automatique
(Actifs 5,000$+)

Tax Optimization

N/A

Personalized Help

N/A

Mobile App

N/A

Rebalancing

N/A

Minimum Deposit

$50 000

Portfolio

Everything

Pricing

$750 / $0 - $99,999 0.75% / $100,000 - $499,999 $3750 / $500,000+

Optimisation fiscale

Efficacité fiscale (Actifs 5,000$+) Cristallisation de perte fiscale (Actifs 150,000$+)

Personalized Help

Conseils sur demande (Actifs 150,000$+)

Mobile App

iOS/Android

Rebalancing

Automatique
(Actifs 5,000$+)

Tax Optimization

On-demand

Personalized Help

Full service

Mobile App

N/A

Rebalancing

On-demand