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Ally Invest Advisors vs TD Ameritrade Essential Portfolios Review

Brandon Reinkensmeyer

Published by Brandon Reinkensmeyer


Thursday, May 31st, 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 TD Ameritrade Essential Portfolios vs Ally Invest Advisors 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. Both TD Ameritrade Essential Portfolios and Ally Invest Advisors are rated 4.00 stars.

Looking at both robo-advisors, we can also explore their features. TD Ameritrade Essential Portfolios makes tax-loss harvesting available to clients, while Ally Invest Advisors does not. For running predictions on retirement, clients will want to use a retirement calculator. TD Ameritrade Essential Portfolios has an advanced retirement calculator, Ally Invest Advisors doesn't. Tracking personal financial goals can also be important. TD Ameritrade Essential Portfolios and Ally Invest Advisors both offer goal tracking. Finally, the ability to import and aggregate third-party financial accounts for holistic analysis can be particularly useful. Neither TD Ameritrade Essential Portfolios and Ally Invest Advisors offer 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. Both TD Ameritrade Essential Portfolios and Ally Invest Advisors offer live chat support.

Overall, TD Ameritrade Essential Portfolios boasts 4.50 stars versus Ally Invest Advisors's 3.50 stars. And, as far as individual category awards go, TD Ameritrade Essential Portfolios posted awards Best in Class - Investment Approach, while Ally Invest Advisors found itself with none of these.
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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
Goal Tracker - Basic
Goal Tracker - Advanced
External Accounts Analysis
Market Research Reports
iPhone App
Android App
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
TD Ameritrade Essential Portfolios
TD Ameritrade Essential Portfolios Review
 
4.5
5
4
4.5
4.5
 
$5,000.00
0.30%
0.30%
0.30%
0.30%
0.30%
$16.6 Billion
N/A
N/A
N/A
 
Yes
No
No
Yes
Yes
Yes
 
Yes
Yes
No
Yes
Yes
Yes

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.

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