Key FeaturesFuture AdvisorPersonal CapitalBettermentWealthfrontVanguardSchwab200DEEP Logo
Account Minimum $10,000 $100,000 Digital: $0
Plus: $100,000
$500 $50,000 $5,000
Individual Equities accounts over $200,000
Professional Human Investors Involved In The Re-balancing Process/Not Just Algorithms
Rebalance of Portfolio 4 to 6 times per year Peridoic rebalancing depends on model drift depends on model drift once per quarter depending on model drift
Other Potential Conflicts Owned by Blackrock and Uses Blackrock ETFS Betterment Owns Broker-Dealer That Executes Trades Top holdings Vanguard Products Top holdings Schwab Products
All ETFS in Universe Considered
Specialty Portfolio
All Client’s Receive Annual Review