RoboAdvisors Plus - logo

The "Plus"


The Team

As you may have already guessed, Robo advisors aren’t really robots. We have a team of Certified Financial Planners behind Robo that created our five core portfolios, each designed with your unique objectives and risk levels in mind. Our team of experts will always be available to provide you with investing advice and answer any questions that you may have.

Unbiased Advice

Your Robo Advisor Plus team will provide you with truly unbiased investment advice and products, as we are an independent investment firm without any ties to a bank or investment company. We remain independent so you can have the peace of mind knowing that your best interests are always our number one priority. 

Investment Products

In addition to regularly monitoring your investment portfolio, our team of Certified Financial Planners are frequently monitoring the investment landscape. If there are any investment products that become that would be a better fit in your portfolio, don’t worry you’re in good hands, as we will notify you right away of any recommended changes. 

Insurance Needs

Whether life, critical illness or disability insurance, your Robo Advisor Plus team can help you find the right amount of insurance at the best possible price to protect you and your loved ones.

How did we get this number?

The annual advisory fee displayed here is computed by applying our .25% annual advisory fee to the account value.

Thus for a $100,000 account, our annual advisory fee is ($100,000 x 0.0025) $250/year.

This annual fee is assuming no change in the account's value month-to-month.

The averaged advisory fee charged when investing in a typical equity mutual fund is 1% (source) of assets annually.

Learn More
×