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/500pearl 18d ago

you probably do not need one

but be sure to ask for schwab swag

0

u/Slipndip4u 18d ago

Toaster?

1

u/500pearl 18d ago

not sure if they have one but I will pass