Robo 101

Questions to ask before signing up
  1. What are the fees? - No matter what, always know the totality of the fees charged. 
  2. Who has control of my money? - Your money will be custodied somewhere. You should find out who is the custodian of the money.
  3. Do you offer any other services?
  4. What has your historical performance been over time?
  5. Do I need more advice? If you do, visit a live financial planner who may be better able to help you with your needs. 

Top Articles

Check out more articles written here at RoboRiches in our archives.

The List

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.