Pivotal NQXt07

I’ve used them since 2013 - yeah they do charge higher fees than the pure robo advisors, but if you get a dedicated Financial planner / advisor and tax harvesting. Good for people who are not interested in being strategic with investing but without having to do it all yourself.

I kind of look around every year or so and see if it’s worth switching to someone else or managing myself - hasn’t made sense for me to move away from them considering the available options.

Feb 22, 2018 0 1
- New
  kxAd17
  New
  
  kxAd17
  
  Have you looked at United Income?
  
  Feb 23, 2018 0
Palantir hBmR56

Been with them since 2015. I don't spend much time talking with the advisors. The vol is lower than Wealthfront (Im set at 10, so prob partially my doing) but they have also returned about 2% less over past 24 months.

Feb 22, 2018 0 0

blind

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