Welcome to the Robo-advisor Selection Quiz

Answer 4 questions to find out which digital investment manager is the best fit for your financial situation and investment preferences.

Robo-Advisor Selection Quiz

How much money do you want to invest?(Minimum investment amounts range from $0 to $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.

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.

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.

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A robo-advisor is a computerized financial advisor.

Robo-advisors create diversified investment portfolios guided by sophisticated computer algorithms.

The portfolio of investments are automated by the robo-advisor to fit your investment criteria and are based on well-respected modern investment theory.

You’ll benefit from a robo-advisor if:

  • You want investment guidance for a low fee.
  • You lack time or interest in managing your finances yet want to build wealth for the future.
  • You’re a sophisticated investor, who wants access to a financial professional, but seeks to minimize management fees.
  • You’re a do-it-yourself investor who wants part of your investments to be managed by a professional.

Here are ways that robo-advisors differ:

  • Investment strategy
  • Types of available investments
  • Fees
  • Services
  • Access to investment advisors
  • Minimum investment amount
  • Add-on services such as tax loss harvesting

After receiving the results of your robo-advisor quiz, be sure to check out our Best Robo-Advisor Guide.