Best for Long-View Investors: Wealthfront
is one of the largest and fastest-growing online financial advisors in the industry, and that’s partly due to the many benefits it offers. In addition to tax-loss harvesting and automatic portfolio rebalancing, Wealthfront has a single-stock diversification program: Selling Plan, a service that’s unique to Wealthfront. This service helps anyone with public company stock sell his or her shares tax efficiently and commission-free.
Wealthfront charges customers one flat rate of 0.25%, no matter the size of their portfolios. Wealthfront does not let you trade individual stocks, but instead offers low-cost ETFs that give an investor broad diversification and exposure.