Most human advisors won't take on clients with less than about $ 250,000 in assets.
Not exact matches
Of course, having more information on a client is a good thing, but it doesn't address the fact that
human advisors are still more expensive than
most online services.
Most robo -
advisors recognize their own limitations and see good
human advisors as potential partners.
His other professional acknowledgments include: Institute for Management Studies — Lifetime Achievement Award (one of only two ever awarded), American Management Association - 50 great thinkers and leaders who have influenced the field of management over the past 80 years, BusinessWeek — 50 great leaders in America, Wall Street Journal — top ten executive educators, Forbes — five
most - respected executive coaches, Leadership Excellence — top five thinkers on leadership, Economic Times (India)-- top CEO coaches of America, Economist (UK)--
most credible executive
advisors in the new era of business, National Academy of
Human Resources — Fellow of the Academy (America's top HR award), World HRD Congress — 2011 global leader in HR thinking, Fast Company — America's preeminent executive coach, and Leader to Leader Institute — 2010 Leader of the Future Award.
Like
most others in the wealth management industry, United Capital found clients were increasingly interested in, if not expecting, technology that enabled a more hands - on role in their investing, while maintaining some level of connection to a
human advisor.
Prior to the establishment of Zbar Consulting, Vic was the Assistant Director of
Human Resources in the Victorian Department of Education, having earlier been principal
advisor to the Chief Executive, giving him an in - depth knowledge of the work of
most aspects of the then Office of Schools.
However,
most critical transactions carried out by Robo
Advisors are overseen by professional and experienced human a
Advisors are overseen by professional and experienced
human advisorsadvisors.
We firmly believe that our unique combination of automated services with a
human advisor has created one of the
most comprehensive low cost advisory services available.
Asset Builder's fees fall below those of the typical
human advisor, but are higher than
most robo
advisor services.
Most of these digital
advisors also offer access to a
human advisor, under a hybrid model.
And if the idea of a «robot» manager is off - putting,
most digital providers offer a hybrid model that lets you access a
human advisor if you have additional questions.
Most Americans assume their only option is a
human advisor, but depending on your situation a digital provider could offer the same level of service at a fraction of the cost.