ROBO ADVISOR RANKING

Best Taxable Portfolios
Value
01

Wealthsimple Basic - Growth SRI Portfolio

Minimum Amount: $0

Management Fee: 0.50%

Wealthsimple

Wealthsimple’s portfolio focused on a socially responsible investing strategy ranked the highest in our composite scoring of value portfolios. The underlying ETFs chosen by the portfolio posted a 0.95% return within the “Review Period”. Adding up both ETF level fees and the management fee charged by Wealthsimple yields a total cost to invest in the portfolio of 0.78%. The portfolio was given a bump in the rankings due to its low minimum deposit, services such as tax loss harvesting and fractional share investing and the benefit of a socially responsible investing strategy.

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Suggested Use: For investors looking for a robust robo-advisor portfolio with a socially responsible investing strategy.

1 year return Total cost Minimum deposit Tax services Auto deposits Human adviser Fractional Shares Automatic Dividend Reinvesting Automatic Rebalancing SRI Strategy
1
0.95% 0.78% $0 Tax loss harvesting
2
0.59% 0.44% $0 Tax conscious asset allocation
3
0.59% 0.69% $50,000 Tax conscious asset allocation Access to CFP
4
0.95% 0.68% $100,000 Tax loss harvesting Access to series 65 licensed adviser
5
-0.72% 0.32% $0 Tax loss harvesting