Investing

Investing shouldn't be hard! Explore the modules below to replicate a portfolio exactly like a financial advisor or robo-advisor (e.g., Wealthfront or Betterment) would without paying a single cent in advisory fees.

If you started investing $10K every year since 2020, your advisory fees* would amount to:
Year Financial advisor (FA) Robo-advisor DIYFi rec. solution
2024 $1,891 $473 $0
2030 $9,410 $2,352 $0
2040 $42,560 $10,640 $0

* Assumes 1% fee for FA, 0.25% fee for robo-advisor, and 7% future market returns.

DIY Investing 101

DIY Investing 102