- Level of human interaction
- Information required for creating recommendations
- Approach to investing
- Fees and Costs
- Licensing and registration
In addition to deciding whether or not a robo-adviser is a good fit, investors should research the background, including registration or license status and disciplinary history, of the adviser before investing. Because robo-advisers are typically registered as investment advisers with either the SEC or one or more state securities authorities, investors can research them using the SEC’s Investment Adviser Public Disclosure (IAPD)database, which is available on Investor.org.To learn more about robo-advisers versus traditional investment advisors, contact Jacko Law Group, PC at (619) 298-2880, or email firstname.lastname@example.org. Thank you.