SigFig Wealth Management offers investment management services to individuals through its website and mobile apps. SigFig uses its technology to provide investment advice based on a client's risk profile. SigFig also partners with financial institutions to provide portfolio management services to their clients. SigFig provides free portfolio tracking services to individuals who link their external brokerage accounts to SigFig’s platform.
Assets Under Management$3.6B
Clients106,361
Advisors5
Avg. per Client$34K
Avg. per Advisor$720M
Fee Structure
Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Management fee is generally no greater than 0.50% of assets under management. Client fee arrangements vary and SigFig may exercise discretion in determining fees depending on aspects of the Client relationship and other factors, including but not limited to promotions.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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