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Ally Invest Advisors vs E*TRADE Core Portfolios Review

Brandon Reinkensmeyer

Published by Brandon Reinkensmeyer


Thursday, August 16th, 2018

Thanks to opening, funding, and spending over 100 hours testing accounts with eight different robo-advisors, we know our robos inside and out. For this review, we will compare E*TRADE Core Portfolios vs Ally Invest Advisors to see which robo-advisor is better.

When it comes to financial advice and selecting an automated advisor, the total annual cost charged is significant. Most sites just look at the annual account management charge assessed. For an accurate comparison, however, you also have to take into consideration the annual management fees (expense ratios) charged by the ETF holdings themselves. We included both. Ally Invest Advisors received a rating of 4.00 stars over E*TRADE Core Portfolios's 3.50 stars.

Features are also important to compare when selecting a robo-advisor. Some robos do a much better job than others with technology. Neither E*TRADE Core Portfolios and Ally Invest Advisors offer tax-loss harvesting. To make sure you ready for retirement and will have enough money saved, running a calculator is required. Neither E*TRADE Core Portfolios and Ally Invest Advisors offer an advanced retirement calculator. Setting financial goals and tracking them is also a feature customers desire. Ally Invest Advisors makes goal tracking available to clients, while E*TRADE Core Portfolios does not. Finally, syncing data from your other financial accounts (brokers, banks, etc) can open the door to deeper analysis of fees, holdings, and retirement planning. E*TRADE Core Portfolios nor Ally Invest Advisors offers external accounts analysis.

Lastly, some customers want access to customer service via web friendly methods such as live chat as a compliment to the standard phone and email options. Both E*TRADE Core Portfolios and Ally Invest Advisors offer live chat support.

Overall, Ally Invest Advisors comes out on top with 3.50 stars over E*TRADE Core Portfolios's 3.00 stars. And, as far as individual category awards go, neither E*TRADE Core Portfolios nor Ally Invest Advisors were rated Best in Class - Cost, Best in Class - Investment Approach, Best in Class - Platforms & Tools and Best in Class - Customer Service.
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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
Advantage
Goal Tracker - Basic
Goal Tracker - Advanced
External Accounts Analysis
Market Research Reports
iPhone App
Android App
Advantage
Overall Robo
Advantage
Ally Invest Advisors
Special Offer Get a Free Portfolio Recommendation Learn More
Ally Invest Advisors Review
 
3.5
2.5
4
3.5
3
 
$2,500.00
0.30%
0.30%
0.30%
0.30%
0.30%
$59 million
0.11%
0.10%
0.07%
 
No
No
No
Yes
Yes
Yes
 
Yes
No
No
No
Yes
Yes
check_circle
 
3.5
check_circle
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
check_circle
 
No
No
No
No
Yes
Yes
 
3

All pricing data was obtained from a published web site as of 09/01/18 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.

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