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Do You Need a Personal Financial Advisor or Will a Robo-Advisor Do?

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A personal financial advisor may sound as out of reach as a personal chef, bodyguard or chauffeur — something only the ultrawealthy can afford. But the robo-advisor revolution has changed the landscape of and, importantly, the cost for investment management and advice.

Investors have a broader array of choices, from advisors who personally manage and advise every aspect of their financial life, to automated portfolio management that allows investors to set their options and let the robots do the rest. Companies also offer a hybrid mix of automated investing and human advice on an as-needed basis — but for a price.

Personal financial advisors vs. robo-advisors

Generally speaking, the more human touch required, the higher the cost for...

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