3. Best Robo Advisors for Moderate Investors
Read on if you’ve had some experience in investing, a little diversity, and are ready to go a new route. Your needs are more complex than the above. You also don’t need to brush up on the basics. A robo advisor that also uses a human touch once in a while is a good choice for you.
Here are a few features you want them to have:
- Options to chose from retirement as well as taxable accounts.
- Comprehensive tax analysis.
- Ability to speak with human advisors.
- Lower management fees.
- Cost caps that keep that percentage fee from getting too high.
