$50,000 investment minimum
- Combines high robo investing technology with human advisors
- Low management fees
- Access to financial advisors whenever you have questions
- Customized, goals-based financial plans
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- Friendly questionnaire to match you with up to three financial advisors in your area
- Personalized recommendations based on your location and investment profile
- Award-winning tools, calculators and content, free to use
- Personal finance resources for experts to beginners
- Financial Advisor Matching Platform