SigFig Wealth Management provides digital investment advisory and portfolio management services primarily using proprietary web-based technology. SigFig offers free portfolio tracking tools that allow individuals to link and monitor external brokerage accounts in one place. For clients who open an investment management account, SigFig builds and manages portfolios made up predominantly of mutual funds and exchange-traded funds based on each client's risk profile. SigFig also partners with banks and other financial institutions to provide automated investment solutions and technology platforms. Investment strategies are built around modern portfolio theory, focusing on asset allocation and optional tax-loss harvesting. SigFig operates largely online through its website and mobile applications, serving everyday individual investors without requiring extensive wealth or investment experience.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Management fee is generally no greater than 0.50% of assets under management. Fees may vary depending on specific client relationships, promotions, or partner programs.