1. Automating financial planning and investing
Robo-Advisors
Automating financial planning and investing
Christopher Root
@crayroot

2. Financial Overload

3. Topics
What is a robo-advisor?
What are my options?
When can I retire?

4. What is a robo-advisor?

5. What are my options? Wealthfront Betterment 0.25%
Management Fees
0.25%
0.25%, 0.40% with human
Account Minimum
$500 $0
Account Types
Individual and joint nonretirement accounts
Traditional, Roth, SEP and rollover IRAs
529 college savings plans
Traditional, Roth, SEP, and rollover IRAs
Features
Tax optimization on balances > $100k
Path, a digital retirement planning tool
Portfolio Line of Credit
Charitable giving
Socially responsible investing (SRIs)
Tax Loss Harvesting

6. Cost Comparison

7. Past Performance*
*90% stock / 10% bond portfolios

8. Path to Retirement

9. Referral Bonus Program
Each referral earns an additional $5,000 managed free.