| Overall | |
| Account minimum | $50,000 |
| Account management fee | Depends on account balance: 0.30%: Less than $5 million 0.20%: $5 million to less than $10 million 0.10%: $10 million to less than $25million 0.05%: Greater than $25 million |
| Investment expense ratios | 0.04% - 0.12%; weighted average is 0.08% |
| Account fees | No account fees; some customers may incur transaction costs for non-Vanguard products (this isn't typical) |
| Portfolio mix | Portfolios are created by advisors on an individual basis. Core holdings are Admiral Shares of Vanguard index funds. ETFs and active funds are incorporated if needed. |
| Accounts supported |
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| Tax strategy | Assets are allocated strategically among taxable and tax-advantaged accounts to optimize for taxes. Tax-loss harvesting done on client-by-client basis. |
| Automatic rebalancing | Quarterly; Advisors can also review and alter the automatic rebalance trades at any time |
| Human advisor option | Appointments typically take place Monday-Friday, 8 a.m. to 8 p.m. Eastern; certified financial planners available |
| Tools | High-quality tools, including simulators, calculators, retirement-planning and educational materials |
| Customer support options (includes website transparency) | Phone and email support available Monday-Friday, 8 a.m. to 8 p.m. Eastern; some information difficult to find on website. |
| Promotion | None |
