Vanguard Personal Advisory Services

If you are looking for a Robo-advisor that can handle a substantial sum of money while still providing access to leading human economists, go no further; Vanguard Personal Advisory Services is right here. The $50,000 minimum balance requirement for this platform is half that of Personal Finance or Betterment Premium. Also, it charges cheaper fees (0.30 percent versus 0.89 percent and 0.40 percent, respectively).

Vanguard Personal Advisory Services connects you with real-world Vanguard experts - many of whom are qualified finance professionals (CFPs) and some are stewards - anytime you need assistance or have concerns about your financial situation. This means you will have access to a variety of services, including estate planning and charity giving, which become more crucial as your assets get larger.

As is the case with Vanguard Digital Advisor, your plan will be constructed using low-cost Vanguard funds that monitor broad market indexes and correspond to your risk tolerance.

Ratings: 4.5 stars (from 280 reviews)

Price: 0.3% annual fee

Website: https://investor.vanguard.com/advice/financial-advisor/advice-you-can-trust