Investment Advisor Trading Platform

Investment advisor trading platform

M1 FINANCE REVIEW 2019 📈 Best Beginner's Investing Platform!

Why we like it

For $600 to $6,000 a year, based on the complexity of advice required, Facet Wealth provides customized financial advice from a dedicated certified financial planner that’s similar to what clients get from full-service financial planning firms.

The service is a considerable value, particularly for those with high portfolio balances and modest financial planning needs.

Pros

  • Comprehensive, full-service financial planning.

  • No additional fee for investment management.

  • Fee-only advice from a fiduciary.

  • Each client gets a designated certified financial planner.

  • No upfront setup fee.

  • Manages investments directly through four brokerage firms.

Cons

  • Wide fee range makes it difficult for potential customers to estimate costs.

  • No in-person meeting option.

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Investment advisor trading platform