Feature comparison based on publicly available information as of August 17, 2026. Robo-Advisers reflects Wealthfront and Betterment. Discount Brokerages reflects Vanguard and Fidelity. Features shown are those described on each firm’s public website and may not reflect all available services, account types, or recently released features. Firms not named may offer different capabilities. Features and fee structures are subject to change. Advizmo is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training.

Advizmo charges an annual advisery fee of 0.25% of assets under management, deducted quarterly in arrears and charged only on invested assets. A separate platform subscription of $2.99 to $14.99 per month applies and is waived once your auto-invest balance reaches $1,000. Competitor advisery fees shown reflect published standard rates and may vary by account size, service tier, or promotion. Comparing advisery fees alone does not reflect total cost, which may include fund expense ratios, trading costs, and other charges that differ across providers.

All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future results. The automated features described, including tax-loss harvesting and tax-lot optimization, do not guarantee a profit or protect against a loss in declining markets. Tax-loss harvesting defers tax by lowering your cost basis. Part of the benefit can be permanent when losses offset income taxed at a higher rate than the future gain. Results depend on your circumstances. Not tax advice. Asset allocation and diversification do not eliminate the risk of investment losses.