Robo Advisors and Managed Portfolio Comparison
 Share
The version of the browser you are using is no longer supported. Please upgrade to a supported browser.Dismiss

 
View only
 
 
Still loading...
ABCDEFGHIJKLMNOPQRS
1
Investing to Thrive© 2017 Hall and Rowe Media, LLC
This spreadsheet is created for entertainment purposes only and should not be construed as financial or any other type of professional advice.
2
3
Questions to Consider When Choosing Between a Robo Advisor or Managed Portfolio
4
5
How much money is available for an initial investment?
6
How much money do you have available for ongoing investments after account opening?
7
What type of account do you want to open (IRA, individual, etc.)?
8
Do you want tax-loss harvesting?
9
Do you have any unique needs (need to sell company stock, desire to invest small amounts because you're a college student, etc.)?
10
Would you rather use a robo advisory firm or an advisory firm associated with a brokerage that offers managed portfolios?
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
Loading...
 
 
 
Getting Started
Robo Advisors
Managed Portfolios