With an Intuitive Investor robo-advisory account, just answer a few simple questions and get a diversified portfolio based on your responses. Their technology balances and maintains the portfolio over time so you don’t have to. No picking stocks, trading, timing the market, or rebalancing your account. They do it all for you! And if you have questions, get expert advice when you need it. A licensed financial advisor is just a phone call away.
How you make money
Stock price appreciation + dividends. For reference: according to historical records, the average annual return from the S&P Index since its inception in 1926 through 2018 is approximately 10%–11%. The average annual return since adopting 500 stocks into the index in 1957 through 2018 is roughly 8%. Adjusted for inflation, the historical average annual return is around 7%. However, it's important to note that each Robo has their own investment strategy that can influence returns.
How Wells Fargo - Intuitive Investor makes money
Investors pay an annual advisory fee of 0.50% on the account balance, divided into a fee that is charged quarterly.
Is it safe?
Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time. SIPC Insured.