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Based on research, reviews, fees, etc., I selected the following investment firms from the numerous options available to consumers. Plus, there are still others I did not research.
I began investing in these accounts in January 2024.
While doing additional research between my original writing and January 2024, I decided to add Schwab Investing Themes to my portfolio in place of two other funds.
This whole site is based on leveraging AI in my investment journey. It makes sense to invest in the leaders of AI.
In my opinion, investing in real estate / homes is one of the best investments you can make. Homes are tangible, generally increase in value, and many people want a place to call home.
Although I was curious about tax loss harvesting, they had the highest fees.
Axos fees were just behind Webull.
Nerdwallet ★★★★★
One of the lowest fees among the firms I researched (0.20%).
Nerdwallet ★★★★★
I'm curious about the tax loss harvesting, not all firms offer this.
Nerdwallet 4.9 ★★★★
The lowest fees among the firms I researched. (None)
Nerdwallet 4.6 ★★★★
Until my $500 turns into $25,000, my advisory fees are 0. Plus, they offer unlimited 30 minute 1-on-1 coaching calls.
Nerdwallet 4.5 ★★★★
A relatively low fees among the firms I researched (0.24%).
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