17 окт. 2024 г. · Do people recommend the intelligent portfolio "premium" which has a $300 setup and $30 monthly fee for the robo advisor plus "unlimited"access to a CFP?

5 мая 2024 г. · I regret doing Schwab intelligent portfolio. Even the most aggressive settings it still underperforms sp500.

12 сент. 2024 г. · I am considering signing up for Schwab's Intelligent Portfolios Premium (IPP). I am looking for financial advisor support to rebalance my ...

17 авг. 2023 г. · There is only a fee for the Premium optional add-on if you want human help and financial planning with it: $300 one-time set-up fee plus $30/ ...

25 дек. 2023 г. · You should try it for 90 days and see if it's for you to truly know if you'll benefit from SIP. They offer a money back guarantee.

30 янв. 2024 г. · For $300 they claim to provide services such as a "A comprehensive financial plan" and "taking into account factors such as income, expenses, investments, ...

19 янв. 2022 г. · It's an Intelligent Portfolios product. You pay a one time fee of $300 and have basically a predefined portfolio. The CFP's "advice" is just a ...

26 авг. 2022 г. · Not worth it. The cash allocation is still too high. The premium service really only gives you access to goal base planning. You can pay them ...

27 апр. 2024 г. · If you've got more than $100k you might be better off with the direct investing (Personalized Indexing). Higher fee but with other benefits.

17 часов назад · Totally different things. Intelligent Portfolios Premium creates an ETF portfolio based on an online questionnaire and gives you access to a CFP ...