Hybrid Advisory
Combining automated investing with access to human financial advisors.
Hybrid robo-advisors combine algorithmic portfolio management with access to human certified financial planners for complex questions like estate planning, tax strategy, and retirement withdrawal sequencing. They are ideal for investors whose financial situations have grown beyond what a pure robo can address but who do not need or want a full-service wealth manager. Compare the frequency and format of advisor access, CFP credentials, and the additional fee over pure robo pricing.
M1 Finance
Customizable robo-advisor with pie-based portfolio building and automation
Empower (Personal Capital)
Wealth management platform combining free tools with premium advisory services
Titan
Active investment management combining hedge fund strategies with robo-advisory