Robo-Advisor Selection Quiz

How much money do you want to invest?(Minimum investment amounts range from $0 to $100,000.):

$0 to $499

$500 to $4,999

$5,000 to $9,999

$10,000 to $49,999

$50,000 to $99,999

$100,000+

Financial advisors are available at some robo-advisors and not at others. (All robo-advisors offer customer service help with the platform.) Please check all that apply.

I want access to a human financial advisor along with digital (computerized) advice.

I don't have a preference.

Robo-advisor management fees range from zero to 0.89% of assets under management (AUM). Frequently, higher fee robo-advisors offer greater services. Please check the maximum management fee you're willing to pay.

0.00%

0.25%

0.50%

0.89%

I don't have a preference. Any fee is okay with me.

Robo-advisors offer a range of features. Select those that are important to you. You may check as many as you like. The more you check, the fewer robo-advisors will fit your criteria.

Tax-loss harvesting - A strategy that sells securities with a loss to offset those with gains. This can lower taxes. (Only available in taxable accounts.)

Active management and/or alternative investing - Active management strategies try to beat the average market returns and might include styles such as smart beta. Alternative investing includes investments beyond stocks and bonds.

Socially responsible investments - This investment strategy considers a company's impact on the environment and ethical practices plus financial returns.

Individual stocks - Most robo advisors invest in funds or groups of stocks and bonds. Several also invest directly in the stock of individual companies.

More that 15 investments from which to choose - A few robo-advisors offer access to many types of investments. There is no proof that owning more than 15 investments leads to greater returns.

The ability to have my account managed without transferring to the robo-advisor's platform (ie keep my account at Fidelity, Schwab, etc, and have it managed there). Most robo-advisors require you to move your money to their firm to use the service.

I don't have a preference

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