Partnership Disclosure We might be compensated by one of our IRA partners for an account you open through our platform. This helps us keep the service free, but it never impacts the fees you’ll pay on your new account. We only win if you do, and our job is to help you simplify your retirement accounts. We also help people who already have an IRA account even though we receive no compensation in these situations—because it’s just the right thing to do!
Vanguard Personal Advisor IRA Review
|Best if you want||An automated portfolio managed by Vanguard, one of the leaders in providing low-cost investment products. Access to this service at Vanguard requires a higher minimum investment ($50,000) but comes with access to human financial advisors.|
|What you can invest in||All digital advisors create a diversified porfolio of ETFs (Exchange-traded funds) based on your risk tolerance and preferences.|
|Limitations||Not as easy to use and poorer user experience than newer, digital-focused institutions.|
|Ease of Use||stars|
Compare Vanguard Personal Advisor IRA to another IRA product
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Capitalize helps you consolidate your old 401(k)s by rolling them into an IRA of your choosing. Use an existing IRA if you have one, or we’ll help you open one if you don’t.