SigFig guides you toward better investment decisions. SigFig is dedicated to making high-quality investment advice more accessible and affordable to investors of all wealth levels. First $10k managed free!

Highlights

+3.34%

Asset Class Return30d

#40 Rank

In Robo Advisor30d

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Invest from

$2K

Overview

Build an intelligent, tax-efficient, diversified portfolio for a fraction of the cost of traditional advisors. SigFig makes high-quality investment advice accessible and affordable to investors of all wealth levels. Using a combination of design, data science, and technology, SigFig helps empower investors with the information and guidance they need to achieve their personal financial goals. They are powering the future of banking from web, mobile, and at the branch with digital investment advisory services.

Things to Know

  • You make money on

    Value + Dividends

  • Fees

    0%

  • Min Investment

    $2,000

  • Payout frequency

    Quarterly

  • Term of investment

    Zero

  • Target Return

    7% - 10%

  • Liquidity

    Easy

  • Open to

    All Investors

  • Mobile Application

    iOS, Android

Top Perks

  • Tax Reduction. Always looking for new ways to reduce your taxes

  • Reinvestment. Technology that tirelessly reinvests dividends.

  • Rebalancing. Continually monitor for allocation drift.

How you make money

Stock price appreciation + dividends. For reference: according to historical records, the average annual return from the S&P Index since its inception in 1926 through 2018 is approximately 10%–11%. The average annual return since adopting 500 stocks into the index in 1957 through 2018 is roughly 8%. Adjusted for inflation, the historical average annual return is around 7%. However, it's important to note that each Robo has their own investment strategy that can influence returns.

How SigFig makes money

We manage the first $10K free, after that, it's just a 0.25% annual fee, billed monthly. We don't charge commission, transaction or trading fees. The only other fee is embedded in low-cost ETFs you'll own, with an average expense ratio between 0.07% and 0.15%, depending on your brokerage.

Is it safe?

Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.

  • Established

    2007

  • Country Available

    Worldwide

  • Assets Managed

    n/a

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