Posts  / #POST-224883
REDDIT

ROBOAdvisor locked me in- how can i get out with minimal tax??? Any software or vendor which can help me?

W
Apr 18, 2026 · 01:02

I am stuck with 300k in capital gains on a robo advisor portfolio charging me 0.25 in fees in expensive funds dragging down my overall returns.

I want to bring this over to a smart software tool that will take the assets in kind and slowly (over years) move me out of positions and into regular index funds boglehead style.


I dont want another managed fund but rather a specific tool or service to do this that makes sense?