Interested in hearing from anyone who may be subscribing to this service, specifically the Charles Schwab product.
https://www.schwab.com/public/schwab/investment_advice/intelligent_advisory
In my case I have had Schwab IRAs since 1980s (20%), Fidelity 401K (30%), Company profit sharing (30%). Most of our assets are in tax deferred retirement accounts.
I intend to consolidate the accounts in the next 2-5 years, and am very interested in hearing from actual customers.
Presently we are paying 1% for 3rd party advisor only on the funds at Schwab.
This review describes the product, and emphasizes the downside of the cash component in the robo-advisor component:
https://www.mymoneyblog.com/schwab-intelligent-portfolios-premium-feature-review.html
https://www.schwab.com/public/schwab/investment_advice/intelligent_advisory
- How long?
- Performance vs expectation
- Satisfaction
- Contact with the advisors
- existing investments transferred in
- lower return on Schwab-defined "cash" is an indirect fee
- etc.
In my case I have had Schwab IRAs since 1980s (20%), Fidelity 401K (30%), Company profit sharing (30%). Most of our assets are in tax deferred retirement accounts.
I intend to consolidate the accounts in the next 2-5 years, and am very interested in hearing from actual customers.
Presently we are paying 1% for 3rd party advisor only on the funds at Schwab.
This review describes the product, and emphasizes the downside of the cash component in the robo-advisor component:
https://www.mymoneyblog.com/schwab-intelligent-portfolios-premium-feature-review.html