Low-Cost Automated Robo Advisor
Successful Portfolios Robo Advisor (SP Robo Advisor) combines BlackRock Target Allocation ETF Models with Institutional Intelligent Portfolios™ (IIP) trading and custody services. Leverage the expertise of industry leaders BlackRock and Charles Schwab and gain your own personal team of investment experts at Successful Portfolios.
Quick and easy, SP Robo Advisor can help you consolidate stranded retirement accounts, save money, and invest. You’ll experience great service from the pros at Successful Portfolios for an ultra-low advisory fee of 0.50% annualized and no commissions or transaction fees.
Enrollment is Simple
Answer a brief questionnaire about your assets and risk tolerance, and then review your recommended advisement portfolio.
Finally, open an account to begin working with a Successful Portfolios advisor.