I’ve bought two important funding accounts:
1) A Schwab account managed by an funding administration / monetary planning agency. Balanced portfolio of shares, bonds, some commodities, and so forth. Open for about 2 years.
2) A Wealthfront account (robo-advisor). Open for about four months.
I am attempting to determine whether or not to shut my Schwab account and put all cash into the Wealthfront account, however I would wish to run the numbers and evaluate Schwab/funding agency vs. Wealthfront.
Contemplating I’ve paid a couple of lump sums into Schwab, and solely opened Wealthfront a couple of months in the past, how would I calculate an correct evaluation of how every has carried out?