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Automating financial planning and investing
Robo-Advisors Automating financial planning and investing Christopher Root @crayroot
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Financial Overload
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Topics What is a robo-advisor? What are my options? When can I retire?
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What is a robo-advisor?
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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
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Cost Comparison
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Past Performance* *90% stock / 10% bond portfolios
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Path to Retirement
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Referral Bonus Program
Each referral earns an additional $5,000 managed free.
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