The list > Learnvest
Summary: Learnvest is one of the best web-based financial planning options available. Straddling the line between tradtional planning and roboadvisor, Learnvest offers a web-based solution that uses algorithms to generate your financial plan but also utilizes actual financial planners to walk you through the process. Wish an easy-to-use plan created by the company, saving for your future goals has never been easier.
Offering: Learnvest offers purely financial advisory services, meaning the company does not actually manage your investments to help you reach your goal. They do, however, help set you up for financial success by creating a roadmap for how to get there. After an initial consultation with a live financial planner, Learnvest uses algorithms that take into account your objectives and risk tolerances to create a financial plan for your. The company delivers you actionables on what to save and how to invest your wealth to reach your goals. At this point, it is up to you to stay on track, although the company does follow-up to see if you are staying on course with their directions.
Fee: $299 one-time setup fee and $19/month thereafter
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Review: We will include our review shortly! Please stay tuned for further updates!
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There are many roboadvisors to choose from; each with distinct characteristics and a wide variety of services offered. We break down the similarities and differences between these firms here at The List.