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As technology continues to progress, there’s been an increasing number of “robo-advisors” that are being used by companies. Robo-advisors are automated programs that interpret user information using advanced algorithms and create investment portfolios geared toward the client’s specific financial goals. The services provided to clients who elect to receive ongoing advice will vary based upon the amount of assets in a portfolio. Please review Form CRS and the Vanguard Personal Advisor Services Brochurefor important details about the service, including its asset-based service levels and fee breakpoints. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a … Read more

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They also meet with their clients regularly to re-evaluate their financial situation and comfort level, and set future goals. ‘Fee-based’ advisors make a portion of their money from fees and a portion from commissions on the sale of securities or stocks. These types of investment advisors charge lower fees, however they have an incentive to sell products to their clients that aren’t necessarily suitable for them in order to earn the commission. A financial advisor can help you how to make the most of your finances by advising you on the right products for your needs. There are a number … Read more