ConsumerAffairs Unaccredited Brand

This company is not yet accredited. To learn more, see reviews below or submit your own. Want to know more about ConsumerAffairs accredited brands? Check out ConsumerAffairs for Brands.

Filter by:Any

Currently there are no customer reviews.

Select stars to rate your experience
Very dissatisfied with the experience
Dissatisfied with the experience
Satisfied with the experience
Happy with the experience
Would recommend to a friend

SigFig expert review by Barbara Friedberg

SigFig is an automated investment advisor committed to helping large and small investors with a simplified, technology-based investing approach. They manage investors accounts held in TD Ameritrade, Schwab and Fidelity brokerage firms.

  • Portfolio dashboard: The single portfolio dashboard allows investors to monitor all of their investments in one place and sync 401k, IRA, brokerage and advisor accounts. The dashboard is updated daily.

  • Fees: The investor’s first $10,000 is managed for free. After that SigFig charges an annual fee of 0.25 percent of assets under management (AUM), billed monthly. There are no trading fees. The only additional fees are embedded in their low fee exchange traded funds (ETFs) which typically charge between 0.07 percent and 0.15 percent. There are individual fund fees in all mutual and exchange traded funds.

  • Managed accounts: SigFig doesn’t hold investors’ assets but manages them while they remain in the consumer’s Fidelity, TD Ameritrade and/or Schwab accounts.

  • Low minimum: SigFig requires a low minimum investment amount of $2,000 to use their service.

  • Investment portfolios: SigFig creates an efficient, well-balance, risk-adjusted investment portfolio using low-cost commission-free ETFs from Vanguard, iShares and/or Schwab. The investments are monitored daily and rebalanced when they deviate from the investor’s preferred asset allocation.

  • Tax-loss harvesting: The SigFig tax-loss harvesting algorithm works within asset classes to keep taxes as low as possible while maximizing gains.

  • Human advisors: Included in the management fee, SigFig provides access to human advisors for guidance and advice.

  • Mobile functionality: The system has apps for the iPhone, iPad, Apple watch and Android.

  • Best for: Investors seeking an automated investment advisor with low-fees, access to human advice and the capability to manage investments within existing investment accounts.

Profile picture of Barbara Friedberg
Barbara Friedberg

Personal Finance Contributing Editor

View Profile

Barbara Friedberg, MBA, MS is a former investment portfolio manager with decades of financial experience. Friedberg taught Finance and Investments at several universities. Her work has been featured in U.S. News & World Report, Investopedia, Yahoo!Finance and many more publications.

SigFig Company Information

Company Name:
Year Founded:
1663 Mission St
San Francisco
Postal Code:
United States

ConsumerAffairs Solutions for Business

Schedule a demo

Follow us

Inc. 5000 Award

Your use of this site constitutes acceptance of the Terms of Use

Advertisements on this site are placed and controlled by outside advertising networks. does not evaluate or endorse the products and services advertised. See the FAQ for more information.

The information on this Web site is general in nature and is not intended as a substitute for competent legal advice. makes no representation as to the accuracy of the information herein provided and assumes no liability for any damages or loss arising from the use thereof.

Copyright © 2018 Consumers Unified LLC. All Rights Reserved. ConsumerAffairs Privacy Policy. The contents of this site may not be republished, reprinted, rewritten or recirculated without written permission.