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Five signs Robo investing is for you

financial advice financial planning investing investment returns robo investing Sep 01, 2021


You don't need to pay an advisor to help you invest if:

๐ŸŸฆ YOU ARE WICKED SMART! 3 people in my life come to mind, I don’t bother considering them ‘prospects’ because they're 10x smarter than I am. I go to them with my questions about the market! Ha!

๐ŸŸฆ YOU ARE A PASSIVE INVESTOR! If you think putting your money in the market, letting it sit, & not paying attention to it is the winning strategy - you don’t need me. There are ETFs out there that can get u what you're looking for at a price of 0.10% as a fee (DM me if this is u, happy to help u get set up with a robo!).

๐ŸŸฆ YOUR LIFE IS SIMPLE! No kids, no estate concerns, no major transitions (new kid, retirement, final chapter of ur life) to go through. If you're single, recently graduated, no plans to buy a house - this is u. You probably don’t need an advisor to do a financial plan for you & saving some money on fees while you ‘learn the market’ isn’t a terrible idea.

๐ŸŸฆ THE STOCK MARKET INTRIGUES YOU AND YOU ENJOY THE RESEARCH! If u get home from a long day and throw on BNN, you're officially a stock nerd and can probably hang! These clients are the WORST to have as an advisor, because they always want to be ‘doing something for the sake of doing something’. Any advisor worth their salt will tell u that this is a long term game; less is more. If u want to get in on weed stocks…and then meatless burgers…and then Bitcoin…and then Meme Stocks (excuse me, ‘stonks’), an advisor is not for u.

๐ŸŸฆ YOU CAN'T GET OVER THE FEE YOU PAY! Some people just HATE the idea of paying an advisor a fee to help them, it's the first thing they talk about, want to review it constantly, propose the advisor only gets paid when things go up, etc.

Having an advisor isn't free, but it’s also not expensive if you’re looking in the right places. Our fees vary from 0.5% to 1.25% per year, depending on the size of the account (If that number seems ridiculous to u, keep scrolling! ๐Ÿคฃ).

๐‘ช๐’๐’Ž๐’Ž๐’†๐’๐’• ๐’˜๐’Š๐’•๐’‰ ๐’‚ ๐Ÿค– , ๐’Š๐’‡ ๐’š๐’๐’–'๐’“๐’† ๐’“๐’๐’ƒ๐’-๐’‚๐’…๐’—๐’Š๐’”๐’๐’“ ๐’‡๐’๐’“ ๐’๐’Š๐’‡๐’†!

แด…ส€แดแด˜ แด€ โœ‹ ษช๊œฐ สแดแดœ ส™แด‡สŸษชแด‡แด แด‡ ษชษด แด›สœแด‡ แด˜แดแดกแด‡ส€ แด๊œฐ แด€ษด แด€แด…แด ษช๊œฑแดส€!


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