Honesty and transparency are our core principles. We’re happy to show you how we line up with our competitors, so you can decide what’s best for you.
If there are others you would like to compare but don’t see on this list, just reach out via email.
|OpenInvest||Wealthfront||Vanguard Funds||Socially Responsible Mutual Funds||Socially Responsible ETFs|
|Additional and/or Hidden Fees||No||Yes||Yes||Yes||Varies|
|Total Annual Fees, Including Everything||0.50%||0.25%||0.05-1.10%||Varies. Average is 1.08%||Varies. Average is 0.49%|
|Tax-Loss Harvesting Optimized at Securities Level||Yes||On accounts over $100,000||No||No||No|
|Minimum Investment Amount||$3,000||$500||Varies||$500 - $2,000,000||Varies|
|Total Portfolio Advisory and Optimization||Yes||Yes||No/Limited||No||No|
|Easy Transparency Into What You Own||Yes||No (Click here to see what's hiding in a Wealthfront Portfolio)||No||No||No|
|Socially & Environmentally Responsible Options||Yes||No||Yes/Limited||Yes||Yes|
|Tailored to Your Unique Values||Yes||No||No||No||No|
|Make Changes Any Time, Including Divest-Invest from Companies Based on Their Behavior||Yes||No||No||No||No|
|See Actions Trending Among Others Who Share Your Values||Yes||No||No||No||No|
|See Your Impact||Yes||No||No||No||No|
Disclaimer: The information in this chart was gathered from the websites of the organizations themselves and third party websites as cited directly. It is updated periodically. However, we make no guarantees as to accuracy. Information may change in-between updates, and it is not meant to guide specific investment decisions. We recommend you conduct your own research before making a final decision on a service provider.