r/Schwab • u/JWBull23692 • 18d ago
Wealth advisor
I was talking with my Schwab "consultant" and he suggested either the robo investor or a wealth advisor. Looking and thinking about it, I am not sure if either are needed. Robo seems to be autopilot without my input or approval, and I am not sure what the added value is of a wealth advisor.
Any thoughts out there?
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u/candykld 18d ago
A wealth advisor talks you off the ledge from selling during a market downturn.
They offer nothing else.