Wealthfront is likely the best choice for clients who don't need or
want human advisors.
Wealthfront is likely the best choice for clients who don't need or
want human advisors.
Not exact matches
As a result, robo
advisors have typically targeted this segment because millennial investors
want to save money and often don't have enough wealth to warrant the attention and interest of a
human advisor.
If you need a comprehensive financial plan or
want help coping with a market meltdown, you're likely to
want to turn to a trusted
human advisor with high levels of financial expertise but also
human qualities like communication skills and empathy.
In addition, you'll have access to Betterment's team of financial
advisors through secure text messaging on their mobile app, so you can ask any questions you
want and get a quick response from a real live
human.
Recent developments such as leading robo -
advisor Betterment LLC adding
human advisors show that clients still
want diligent advice that goes beyond, «stick your money in a low cost index fund.»
In addition, you'll have access to Betterment's team of financial
advisors through secure text messaging on their mobile app, so you can ask any questions you
want and get a quick response from a real live
human.
They are if you still
want a little
human touch to go with your robo -
advisor.
Vanguard Personal
Advisor Services is an excellent choice for investors who can meet the $ 50,000 account minimum and
want to use the computer algorithms of a robo -
advisor while maintaining access to a
human touch.
If you
want more
human help, some robos offer a hybrid robo
advisor model that gives ongoing support from a rotating lineup of certified financial planners.
Do you
want to also have access to a
human financial
advisor?
Human support: There are times when you may
want to speak with an
advisor about your account, or at least communicate by email or text chat.
If you
wanted more extensive
human advice, you still had to pay up to go with a conventional
advisor.
Robo -
advisors can be a solid fit at this stage, but if you
want a
human expert to weigh in, a hybrid
advisor can provide the direction you need.
Still, for clients who do
want the option of speaking with a
human advisor, Betterment is worth considering.
If you
want / need a lot of handholding, you may
want to go with a
human financial
advisor, and pay a bit more.
They are if you still
want a little
human touch to go with your robo -
advisor.
Whether you don't trust the «robo» part of robo -
advisor or you just
want a
human being to walk you through your retirement plan, you can talk to a financial
advisor at Wealthsimple for no extra cost.
But for people who
want a
human touch for their investment, think about going with a real - life financial
advisor who you can talk to about your money.
Quicken Loans couples a fully online application with mortgage
advisors for those who
want a
human touch.