I’m the little guy. I’m a technologist and an efficiency junky. Every once in a while, innovation comes along that makes me take notice. Are robo-advisors as efficient as they seem? I want to find out, and I want to share the process with you all. My hope is that this project gives you hard facts and insight that you would not have had otherwise.
My plan? Liquidate 100k, freeing up 50k to invest with Betterment and Wealthfront, and watch these sums compete with my financial advisor of 5 years, Gordon. Why these two robo-advisors and not those offered by others like Vanguard or Charles Schwab? See my selection rational here.