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Schwab Intelligent Portfolios vs Wealthfront Review

Brandon Reinkensmeyer

Published by Brandon Reinkensmeyer


Tuesday, September 5th, 2017

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 Schwab Intelligent Portfolios vs Wealthfront 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. Schwab Intelligent Portfolios received a rating of 5.00 stars over Wealthfront's 4.50 stars.

Looking at both robo-advisors, we can also explore their features. Schwab Intelligent Portfolios and Wealthfront both offer tax-loss harvesting. For running predictions on retirement, clients will want to use a retirement calculator. Wealthfront has an advanced retirement calculator, Schwab Intelligent Portfolios doesn't. Tracking personal financial goals can also be important. Schwab Intelligent Portfolios alongside Wealthfront offer goal tracking. Finally, the ability to import and aggregate third-party financial accounts for holistic analysis can be particularly useful. Wealthfront makes external accounts analysis available to clients, while Schwab Intelligent Portfolios does not.

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. Schwab Intelligent Portfolios offers live chat support while Wealthfront does not.

Overall, Schwab Intelligent Portfolios takes the upper hand with 4.50 stars over Wealthfront's 4.00 stars. And, as far as individual category awards go, Wealthfront finished with awards Best in Class - Cost in 2017, while Schwab Intelligent Portfolios came up with Best in Class - Cost, Best in Class - Investment Approach and Best in Class - Platforms & Tools.
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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
Phone Support
Email Support
Live Chat Support
Retirement Calculator - Basic
Retirement Calculator - Advanced
External Accounts Analysis
Market Research Reports
Goal Tracker
iPhone App
iPad App
Android App
Android Tablet App
Schwab Intelligent Portfolios
Schwab Intelligent Portfolios Review
 
4.5
4.5
5
4.5
3.5
 
$5,000.00
0.00%
0.00%
0.00%
0.00%
0.00%
$19.4 billion
0.08%
0.19%
0.24%
 
Yes
No
Yes
Yes
Yes
 
Yes
No
No
Yes
Yes
 
Yes
Yes
Yes
Yes
Wealthfront
Wealthfront Review
 
4
4
4.5
4
3.5
 
$500.00
0.0%
0.15%
0.20%
0.23%
0.25%
$5.0 Billion
N/A
N/A
N/A
 
Yes
Yes
Yes
Yes
No
 
Yes
Yes
Yes
No
Yes
 
Yes
Yes
Yes
Yes

All pricing data was obtained from a published web site as of 2/20/2017 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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