robo-PRODUCTAdvisers available as needed and can help plan for some financial goals like retirement and saving for a home (not all advisers are certified financial planners). minimum INVESTMENT$2,000annual fee$0 for first $10,000; .25 percent of assets thereafter (plus investment costs of 0.12 percent on average). robo-productAdvisory service includes unlimited access to certified financial planners who can help create a comprehensive plan with a variety of digital goal-setting tools. Minimum Investment$25,000 for advisory service; $5,000 for digital onlyannual fee0.28 percent of assets for advisory service, capped at $900 per quarter, plus cost of investments (0.14 percent for a moderate portfolio). Digital-only service charges only for cost of investments (also 0.14 percent).

Source: New York Times September 07, 2018 23:03 UTC