menu

E*TRADE Core Portfolios vs Merrill Edge Guided Investing Review

Brandon Reinkensmeyer

Published by Brandon Reinkensmeyer


Thursday, June 21st, 2018

We spent over 100 hours testing robo-advisors, opening and funding an account with each robo to acquire a true client experience and find the best robo advisors. In this comparison, we will compare E*TRADE Core Portfolios vs Merrill Edge Guided Investing to see which robo-advisor is better.

First, let’s take a look at the fees of these two investment advisors. Cost is broken down into both the annual management fee charged each year as well as the expense ratios charged by the ETF holdings themselves. E*TRADE Core Portfolios received a rating of 3.50 stars over Merrill Edge Guided Investing's 3.00 stars.

Looking at both robo-advisors, we can also explore their features. Neither E*TRADE Core Portfolios and Merrill Edge Guided Investing offer tax-loss harvesting. For running predictions on retirement, clients will want to use a retirement calculator. E*TRADE Core Portfolios nor Merrill Edge Guided Investing offers an advanced retirement calculator. Tracking personal financial goals can also be important. Neither broker offers goal tracking. Finally, the ability to import and aggregate third-party financial accounts for holistic analysis can be particularly useful. Neither broker offers external accounts analysis.

Lastly, tech savvy Millennials may find it valuable to have access to customer service through phone, email, and live chat. However, not every robo-advisor offers live chat support. E*TRADE Core Portfolios alongside Merrill Edge Guided Investing offer live chat support.

Overall, both E*TRADE Core Portfolios and Merrill Edge Guided Investing hold a 3.00 star rating. And, as far as individual category awards go, Merrill Edge Guided Investing was rated Best in Class - Customer Service, while E*TRADE Core Portfolios was rated none of these.
There are no results to display, please adjust your filters or reset the Compare Tool.
Overall Robo
Investment Approach
Cost
Tools
Customer Service
Minimum Deposit
Annual Fee - $5,000
Annual Fee - $25,000
Annual Fee - $50,000
Annual Fee - $100,000
Annual Fee - $1,000,000
Total AuM
Avg Funds Expense Ratio - Conservative
Avg Funds Expense Ratio - Moderate
Avg Funds Expense Ratio - Aggressive
Tax-Loss Harvesting
529 Plans
CFP Access
Phone Support
Email Support
Live Chat Support
Goal Tracker - Basic
Goal Tracker - Advanced
External Accounts Analysis
Market Research Reports
iPhone App
Android App
E*TRADE Core Portfolios
Special Offer Open A New Core Portfolios Account And Enjoy No Advisory Fee For 1 Year Learn More
E*TRADE Core Portfolios Review
 
3
3
3.5
2
4
 
$5,000.00
0.30%
0.30%
0.30%
0.30%
0.30%
$180 Million
0.05%
0.20%
0.45%
 
No
No
No
Yes
Yes
Yes
 
No
No
No
No
Yes
Yes
Merrill Edge Guided Investing
Merrill Edge Guided Investing Review
 
3
4.5
3
2
4.5
 
$5,000.00
0.45%
0.45%
0.45%
0.45%
0.45%
NA
0.09%
0.10%
0.08%
 
No
No
No
Yes
Yes
Yes
 
Yes
No
No
No
No
No

All pricing data was obtained from a published web site as of 02/20/18 and is believed to be accurate, but is not guaranteed. The StockBrokers.com staff is constantly working with its online broker representatives to obtain the latest pricing data. If you believe any data listed above is inaccurate, please contact us using the link at the bottom of this page.

arrow_drop_upBack to top