What service do you use? How happy are you with your service? How likely are you to switch in the next 12 months?
I have a Roth IRA and brokerage accounts. All with vanguard. Roboadvisers are a gimmick just buy index funds.
Vanguard for everything and don’t look back.
I use Schwab for everything.
Switch to what from what? Anybody with a 401k or ira, they have a taxable account.
Vanguard.
You mean ira? Service? Like a robo manager?