Robo-Advise - Services
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description Robo-Advise Overview

Robo-Advise is a basic robo-advisor offering automated investing and goal-based planning. Families benefit from a simple and low-cost investment solution. The advisory fee is 0.35%. However, the platform lacks some of the advanced features and customization options found in other robo-advisors.

It's a suitable option for families with straightforward investment needs.

help Robo-Advise FAQ

What is Robo-Advise?
Robo-Advise is a basic robo-advisor offering automated investing and goal-based planning. Families benefit from a simple and low-cost investment solution. The advisory fee is 0.35%. However, the platform lacks some of the advanced features and customization options found in other robo-advisors. It's a suitable option for families with straightforward investment needs.
How good is Robo-Advise?
Robo-Advise scores 5.5/10 (Average) on Lunoo, making it rated in the Services category.
What are the best alternatives to Robo-Advise?
See our alternatives page for Robo-Advise for a ranked list with scores. Top alternatives include: Schwab Intelligent Portfolios, Betterment 401(k), SoFi Automated Investing.
How does Robo-Advise compare to Schwab Intelligent Portfolios?
See our detailed comparison of Robo-Advise vs Schwab Intelligent Portfolios with scores, features, and an AI-powered verdict.
Is Robo-Advise worth it in 2026?
With a score of 5.5/10, Robo-Advise is a solid option in Services. See all Services ranked.

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