Robo-advisor
A digital platform that builds and manages a diversified portfolio for you, for a small annual fee.
Why it matters
Robo-advisors typically charge 0.25% on top of underlying fund expenses. They automate rebalancing, tax-loss harvesting, and asset allocation across taxable and retirement accounts.
Learn deeper
PF101 — Robo-advisors
Educational only — not financial, tax, or legal advice.