Does anyone have any experience working with this company esp the advisory service? TC: $200K+
Dump money into betterment or wealth front until you have over 1M in there. Then talk to someone about next level options.
Wealthfront lets you borrow against your assets without exiting market. I’m a fan of this option. For max flexibility and leverage without losing market exposure.
If you wanna go real cheap, get a vanguard (or equivalent) ETF in Robinhood. VT or VTI. Lowest cost for most risk adjusted return possible.
I was assigned a dedicated advisor. What next level options exist at betterment or wealthfront
Yes. I would skip. They assign you a call center advisor and place you into a portfolio similar to all other robo advisors, except they do sector ETFs for S&P500.