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  • FutureAdvisor Online Financial Advisor phroogal

    FutureAdvisor Online Financial Advisor and Investing Advice

    • FutureAdvisor is an online investment robo-advisor that automatically manages your investments.
    • Manage investments holistically by linking external accounts to ensure each account’s benefits (tax deferrals or flexible investment options) are maximized.
  • Betterment Invest : Personalized Investment Advice phroogal

    Betterment Invest / Personalized Investment Advice

    • Betterment Invest takes sophisticated investing strategies and makes them better with personalized guidance and tax-smart technology.
    • A robo-advisor using the investment philosophy on modern portfolio theory with no minimum deposit required.
    • Automates tax-saving strategies like asset location and tax loss harvesting that work to help make the most of your investments behind the scenes.
  • Wealthfront Invest : Robo-advisor and Low-cost Diverse Investments phrooga

    Wealthfront Invest / Robo-advisor and Low-cost Diverse Investments

    • Wealthfront Invest is a robo-advisor with automated investment management and provides holistic financial advice based on the Modern Portfolio Theory (MPT).
    • With their automated investing services, you can have individual and joint non-retirement accounts, Roth, traditional, SEP, and rollover IRAs, trusts, and 529 Plans.
    • Fees – low advisory fee, low fund fees, no trading commissions, withdrawal fees, minimum fees, or transfer fee.
  • Personal Capital Wealth Management and Investment Advisory phroogal

    Personal Capital Wealth Management and Investment Advisory

    • Personal Capital Wealth is a fee-based service that incorporates online financial tools with access to investment advisory and actively managed by financial advisors.
    • Fees are all-inclusive for investments includes Tax Optimization, proprietary Smart Weighting strategy, and Dynamic Portfolio Allocation.
  • Wealthsimple Invest Investing on Autopilot phroogal

    Wealthsimple Invest / Investing on Autopilot

    • Wealthsimple Invest is a robo-advisor and online brokerage helping you invest on autopilot.
    • Invest in a diverse and intelligent portfolio of low-cost index funds with access to certified financial planners.
    • Basic features include auto deposits and rebalancing, tax-loss harvesting, dividend reinvesting.
    • No account minimum, free portfolio analysis, and socially responsible investment options.
  • M1 Invest Free Automated Investing Robo-advisor Brokerage phroogal

    M1 Finance / Invest Using Unique Pie-based Portfolios

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    • M1 Invest is a robo-advisor investment platform ideal for DIY investors offering automated investing, expert portfolios, and customization.
    • General Investing and Retirement Accounts available
    • Choose your portfolio of stocks, fractional shares of stock, ETFs.
    • No hidden fees, 100% free investing tool, commission-free trades.
    • $0 account minimum to get started.

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