Did my Fidelity Go and Schwab Roboadvisors Really Deliver 10X Returns of my Fiduciary Wealth Manager in 2017?
We will get to explore this at my AI Technologies on Wealth Experiences at the GFMI Digital in Wealth Management conference on Feb 7th in NYC http://bit.ly/2DvxUcs.
Want to know how we get that number?
Take the annual return on my AI assisted roboadvisor accounts and divide by the management fee.
Take the annual return on my Wealth Manager accounts and divide by the management cost
Compare ..
Is the personal financial advisor experience worth that difference? Maybe is the answer.
Contact me if you cannot be there and want more info.
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