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Results: [Investor Type 12]

Attention!

For those interested in long-term investments, I now wholeheartedly recommend Bitcoin as the primary option to consider.

However, it’s essential to educate yourself about this digital asset before diving in, as it can take time to fully grasp its intricacies and potential.

A fantastic starting point is the book “The Bitcoin Standard” (Amazon), which provides an in-depth look at the history, principles, and technology behind Bitcoin.

Once you’re ready to invest, most major exchanges offer similar fees and services, so choose one that best suits your needs. Personally, I use Crypto.com.

It’s crucial to transfer your Bitcoin to a secure wallet once you’ve made your purchase, as leaving it on an exchange can pose risks.

To truly make the most of your investment in Bitcoin, take the time to study and understand its workings. Your financial journey will benefit from a well-informed approach.

I wish you the best in your endeavors.

Sincerely

Michael J. Peterson

 

 

 

 

 

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You are here because

  • You want to invest an amount of at least $100,000.
  • You want a DIY investing approach, hands-on, customizations
  • You want a (dedicated) human advisor

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Results

We think that Interactive Advisors, Personal Capital or Vanguard all make for great choices. Our favorite is Persona Capital as it has the most financial planning tools and an overall easy to use platform. If you are near retirement, Vanguard may be the best option.

Please review all the details thoroughly and be aware of all the pros and cons when it comes to making your final decision.

Sophisticated Investors
Our Pick
Retirement Investors
Interactive Advisors
Personal Capital
Vanguard
Management Fee
The fees vary between 0.08% to 1.50% depending on the level of advice you choose.
The management fee for accounts between $1,000,0000-$3,000,000 is 0.89%. Once the account reaches $10,000,000 the fee will drop to 0.49%.
0.30% (charged quarterly)
Account Minimum
$1,000
The account minimum is $100,000. This will give you access to the free management tools.
$50,000
Portfolio
A lot of different options. Anything from automated, diversified or actively managed. This depends on how much you are willing to spend.
Customized for each client
Vanguard chooses funds from the over 100 Vanguard mutual funds and ETFs according to your investment goals.
Rebalancing
Tax Loss Harvesting
Fractional Shares
Automatic Deposits
Socially Responsible Investing
Summary
Best for sophisticated investors who don´t mind the high fees and are looking to invest in a wide variety of passive and actively managed portfolios. The premium plan will give you unlimited access to Betterments' CFPs
Investors with a high net worth that are looking for tax optimization and a hands-off investing approach with access to human financial planners. Personal Capital has great financial management tools and is definitely the robo advisor of choice when it comes to high profile investing.
Vanguard offers personalized portfolios that are built with the assistance of a human financial planner. Accounts over $500,000 get a dedicated advisor. Vanguard is perfect for retirement investors who are in need of human assistance.
Visit Website
Visit Website
Visit Website
Read Review
Read Review
Read Review
Sophisticated Investors
Interactive Advisors
Management Fee
The fees vary between 0.08% to 1.50% depending on the level of advice you choose.
Account Minimum
$1,000
Portfolio
A lot of different options. Anything from automated, diversified or actively managed. This depends on how much you are willing to spend.
Rebalancing
Tax Loss Harvesting
Fractional Shares
Automatic Deposits
Socially Responsible Investing
Summary
Best for sophisticated investors who don´t mind the high fees and are looking to invest in a wide variety of passive and actively managed portfolios. The premium plan will give you unlimited access to Betterments' CFPs
Visit Website
Read Review
Our Pick
Personal Capital
Management Fee
The management fee for accounts between $1,000,0000-$3,000,000 is 0.89%. Once the account reaches $10,000,000 the fee will drop to 0.49%.
Account Minimum
The account minimum is $100,000. This will give you access to the free management tools.
Portfolio
Customized for each client
Rebalancing
Tax Loss Harvesting
Fractional Shares
Automatic Deposits
Socially Responsible Investing
Summary
Investors with a high net worth that are looking for tax optimization and a hands-off investing approach with access to human financial planners. Personal Capital has great financial management tools and is definitely the robo advisor of choice when it comes to high profile investing.
Visit Website
Read Review
Retirement Investors
Vanguard
Management Fee
0.30% (charged quarterly)
Account Minimum
$50,000
Portfolio
Vanguard chooses funds from the over 100 Vanguard mutual funds and ETFs according to your investment goals.
Rebalancing
Tax Loss Harvesting
Fractional Shares
Automatic Deposits
Socially Responsible Investing
Summary
Vanguard offers personalized portfolios that are built with the assistance of a human financial planner. Accounts over $500,000 get a dedicated advisor. Vanguard is perfect for retirement investors who are in need of human assistance.
Visit Website
Read Review

If you are still unsure about which robo to go for, the following articles may be of interest:

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