Does anyone know about Wealthfront & Stash? Client sent me email asking how much he pays & why they charge .25%. He only has 90k🙄

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Probably emailed you from his $800 iPhone and now he’s worried about cost. One of the biggest values you provided is protecting your client from himself. In a down market you’ll explain the negative impact of selling, a robo won’t. Robos can be disastrous to someone’s long term goals

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Wealthfront and Betterment are both robos where do it your selfers go to die. Stash is small time online brokerage. They advertise you can “start with only $5”.

Seriously, companies like these are flooded with money in good times and then customers get an itchy finger and pull out at the first smell of a decline.

I would argue why you need a “client” who is using your services plus a robo anyway

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Thank you so much! I was going to look it up tomm.

Haha. Actually I thought about using stash as a way for my kids to begin investing their allowance money. I haven’t fully looked into it yet. Just seemed like it would be a good tool for them. I already have their accounts set (unbeknownst to them) but I want them to begin their own purposeful saving and investing strategies.

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Hi fishes,

This is Dharamveer i have 4 yeras of experience in State Street Corporation
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Can join immediately Please do needfull if there is any suitable opportunity .


Thanks in advance,
Dharamveer

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