Check out the winning investing products
$0
per trade for online U.S. stocks and ETFs
$0
None
no promotion available at this time
Pros
- Commission-free stock, options and ETF trades.
- Large selection of research providers.
- Strong customer service.
- Expense-ratio-free index funds.
- Highly rated mobile app.
- High interest rate on uninvested cash.
Cons
- Relatively high broker-assisted trade fee.
Why We Like It
Fidelity is one of the largest and most well-established brokerages, and it shows. Fidelity charges no trading commissions, offers an extensive set of no-fee, no-minimum index funds. It also stands out for its top-notch research tools, a renowned trading platform and very strong customer service.Why our Nerds love it
Fidelity is a perennial winner here. It offers a high interest rate on uninvested cash, over 3,000 no-transaction-fee mutual funds, extensive investor education and more than 200 physical branches.
Read our methodology$0
per trade
$0
None
no promotion available at this time
Pros
- Commission-free stock, options and ETF trades.
- Large investment selection.
- Strong research and tools.
- Huge selection of no-transaction-fee mutual funds.
- High order execution quality.
Cons
- High minimum to earn interest on uninvested cash.
- Website can be difficult to navigate.
Why We Like It
Don't let the name fool you: IBKR Lite offers commission-free stock trading (including international trade capabilities), more than 19,000 mutual funds, and a well-featured platform.Why our Nerds love it
Interactive Brokers wins for its huge investment selection, highly rated advanced trading platforms and low margin rates.
Read our methodologyVaries by Advisor (free initial consultation)
$150,000
3-Month Satisfaction Guarantee
Pros
- Advisors offer free initial consultations.
- Access to a range of services, including investment management and financial, tax and estate planning.
- No fee for using Zoe Financial to find an advisor.
Cons
- Difficult to know financial advisor fees upfront.
- $150,000 investment minimum.
Why We Like It
Zoe Financial isn't actually a financial advisory firm — the company connects clients to financial advisors. Zoe's account minimum is fairly high at $150,000, but the advisor access is excellent, and advisors hold at least a CFP, CFA or CPA designation. The typical fee ranges from 0.5% - 1.5%, but because each advisor has their own fee, you may not know exactly what you’ll pay until you contact the advisors.Why our Nerds love it
Zoe Financial will help you find a carefully vetted advisor who can assist you with retirement planning, investing, tax strategy and more.
Read our methodology0.15%
per year (approximately)
$100
No advisory fees
your first 90 days of Vanguard Digital Advisor investment management (Enrollment requires a Vanguard account with a minimum of $100)
Pros
- Access to Vanguard’s investing expertise and ETFs.
- Low portfolio management fee.
- Low investment expense ratios.
Cons
- Portfolios use only Vanguard ETFs.
- No human advisors through Digital service.
Why We Like It
Vanguard Digital Advisor is an affordable robo-advisory service that uses several of Vanguard’s key ETFs to create a personalized retirement plan and portfolio. But Vanguard Digital Advisor doesn't offer much portfolio customization or access to a human advisor.Why our Nerds love it
Vanguard Digital Advisor wins again for its low management fees, low investment expense ratios and no additional account fees.
Read our methodology$0
per trade for online U.S. stocks and ETFs
$0
None
no promotion available at this time
Pros
- Commission-free stock, options and ETF trades.
- Large selection of research providers.
- Strong customer service.
- Expense-ratio-free index funds.
- Highly rated mobile app.
- High interest rate on uninvested cash.
Cons
- Relatively high broker-assisted trade fee.
Why We Like It
Fidelity is one of the largest and most well-established brokerages, and it shows. Fidelity charges no trading commissions, offers an extensive set of no-fee, no-minimum index funds. It also stands out for its top-notch research tools, a renowned trading platform and very strong customer service.Why our Nerds love it
Fidelity’s low fees, retirement tools and selection of expense-ratio-free index funds make it a smart choice for retirement investors.
Read our methodology0.25%
management fee
$500
Get a $50 customer bonus
when you fund your first taxable investment account
Pros
- Get $50 customer bonus when you fund your first taxable investment account (NerdWallet promotion).
- Low ETF expense ratios.
- Daily tax-loss harvesting.
- DIY and automated investing options.
- Low portfolio management fee.
Cons
- $500 account minimum.
Why We Like It
Wealthfront is our highest-scoring robo-advisor thanks to its blend of automated investment portfolios and DIY stock investing portfolios, its wide variety of account options, excellent tax strategy and low management fee. Wealthfront's only weak spots are its account minimum ($500) and its lack of access to human advisors.Why our Nerds love it
Wealthfront offers ETFs from 12 asset classes, a socially responsible portfolio and access to cryptocurrency trusts. Clients can also customize their portfolios.
Read our methodology$0
per trade for online U.S. stocks and ETFs
$0
None
no promotion available at this time
Pros
- Commission-free stock, options and ETF trades.
- Large selection of research providers.
- Strong customer service.
- Expense-ratio-free index funds.
- Highly rated mobile app.
- High interest rate on uninvested cash.
Cons
- Relatively high broker-assisted trade fee.
Why We Like It
Fidelity is one of the largest and most well-established brokerages, and it shows. Fidelity charges no trading commissions, offers an extensive set of no-fee, no-minimum index funds. It also stands out for its top-notch research tools, a renowned trading platform and very strong customer service.Why our Nerds love it
Fidelity wins again for its all-star lineup of trading tools, research providers and low fees, all offered in a highly rated mobile app.
Read our methodology$0
per trade for online U.S. stocks and ETFs
$0
None
no promotion available at this time
Pros
- Commission-free stock, options and ETF trades.
- Large selection of research providers.
- Strong customer service.
- Expense-ratio-free index funds.
- Highly rated mobile app.
- High interest rate on uninvested cash.
Cons
- Relatively high broker-assisted trade fee.
Why We Like It
Fidelity is one of the largest and most well-established brokerages, and it shows. Fidelity charges no trading commissions, offers an extensive set of no-fee, no-minimum index funds. It also stands out for its top-notch research tools, a renowned trading platform and very strong customer service.Why our Nerds love it
Fidelity's large selection of bonds comes with either minimal or no additional trading costs, alongside the strongest educational resources and customer service of any broker.
Read our methodology0%
management fee
$5,000
None
no promotion available at this time
Pros
- No portfolio management fee.
- Wide ETF selection.
- Customizable portfolios.
Cons
- $5,000 account minimum.
- Portfolios hold a large cash allocation.
- Tax-loss harvesting only available on balances of $50,000 or more.
Why We Like It
Schwab Intelligent Portfolios is unique in charging zero management fee, but the advisor's portfolios tend to hold a larger cash allocation than other robo-advisors (meaning a good chunk of your money isn't invested). The account minimum, at $5,000, is fairly high, but Schwab has some of the best customer service in the business.Why our Nerds love it
Schwab's $0 account management fee, strong customer support and variety of portfolio options make it a clear choice for retirement planning.
Read our methodologyFrequently asked questions
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