What is a robo-advisor?
A robo-advisor is a fancy term for an advisor that automates the process of financial planning.
Zoe Financial offers a long list of properly vetted advisors who are legally required to maintain fiduciary obligations that put your best interests first. Compare and filter through our list of certified “FeaturedAdvisors” that are available to connect with you today.
Cliff Taylor, CFP®
CAPTRUST
AUM stands for Assets Under Management, which is a common metric for how many assets does the company actively manage on behalf of clients
Financial advisors can work off several different pricing models. There is no one size fits all solution for which is best. It is best to chat through different models with the advisor to see which one is right for you.
The preceding testimonials are provided by current clients. Advisor does not seek out client testimonials, and all testimonials referenced are unsolicited. No compensation was provided for the testimonial and no material conflicts of interest are present as a result. These testimonials and endorsements do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.