Successful Portfolios
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


Enroll online or with their Google or Apple mobile app using SUCCESS PORTFOLIOS as your Advisor and 2KMY as your Access Key.

Review Your

Answer a brief questionnaire about your assets and risk tolerance, and then review your recommended advisement portfolio.

Open an

Finally, open an account to begin working with a Successful Portfolios advisor.

Questions? Call us at (727) 744-3614, email, or visit our  Facebook page.

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