Chances are a search engine is how you found your way here. This one may seem like a no-brainer, but the power of search engines can't be overlooked. Once you have $100,000, you can also access more premium features for a 0.4% annual fee. Meanwhile, Betterment, another popular robo advisor, has no minimum account requirement and charges an annual advisory fee of only 0.25% on all assets under management. For example, with Schwab Intelligent Portfolios, you don't pay advisory fees or commissions, though you will need $5,000 to get started. You may want to consider an automated portfolio management service as a cost-effective option. The CFP Board's website, cfp.net, can help you find local advisors with the certified financial planner (CFP) designation, which helps distinguish holistic planners from advisors who offer only investment management services. You can search by location and specialty on the network's website to find local fee-only advisors. The network focuses on advisors who work with Generations X and Y. The association's website,, allows you to find a financial advisor near you. The National Association of Personal Financial Advisors.offers a map of the United States where users can click on a state and find a list of financial advisors who cater to the middle class. Casciotta suggests asking about the services they received and if their expectations of the advisor have been met. You'll be more likely to find somebody who will work with you if your friends, family members or colleagues are in a similar tax bracket as you. Ask friends, family or colleagues for recommendations.You can use the search to find advisors in your area and learn more about their specialties and experience. News has an online database of financial advisors across the country.
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