See More

The minimum balance for Merrill Guided Investing is $1,000 if you only want access to the robo-advisor tool. If you want to meet with a human investment advisor, you need at least $20,000.<\/span><\/p>" } } , { "@type": "Question", "name": "Is Merrill Guided Investing a Robo-Advisor?", "acceptedAnswer": { "@type": "Answer", "text": "

Merrill Guided Investing is a hybrid robo-advisor. It is a robo-advisor platform that automatically comes up with portfolio recommendations and manages investments for clients. <\/p>

However, the process is overseen by human investment professionals at Merrill. These professionals track market conditions and update the robo-advisor portfolio recommendations in an attempt to earn higher returns through active management. It’s not a fully automated process like a pure robo-advisor such as Wealthfront.<\/p>" } } , { "@type": "Question", "name": "How Trustworthy Is Wealthfront?", "acceptedAnswer": { "@type": "Answer", "text": "

Wealthfront is very trustworthy. It’s one of the top-ranked robo-advisors in the country, as it delivers quality investment options and portfolio management at a reasonable fee. Wealthfront also invests in security measures, such as encryption and limits on access to customer data. Finally, Wealthfront provides both SIPC and FDIC insurance<\/a> on customer funds.<\/p>" } } , { "@type": "Question", "name": "Are Wealthfront Fees Worth It?", "acceptedAnswer": { "@type": "Answer", "text": "

Wealthfront’s fees can be worth it if you want help to manage your portfolio without paying the cost of a human advisor. Wealthfront charges 0.25% of your balance per year versus the 1% or more a typical human investment advisor charges. Wealthfront then creates and manages your portfolio with tax-loss harvesting to find ongoing tax breaks. Wealthfront claims it makes up its fees through tax-loss harvesting alone.<\/span> On the other hand, if you feel comfortable investing on your own, you may not find Wealthfront’s fee worth it.<\/p>" } } ] } ] } ]