FutureAdvisor

Indifferent. Not much excitement. We need to invest for our future. A financial advisor who is willing to help and teach you is what people need. One with experience and does not act like they know it all and make you feel bad.

A very useful automated tool. They provide great customer support and they have been quite helpful in advising me when I have questions about my holdings. The only downside is that they operate with standard hours. I have a busy schedule and 24 hour support would be useful for me.

I had various rollovers here for my IRAs that I consolidated. Overall, in the course of 5 years, I had a reasonably aggressive investment mix geared toward stocks with some bonds. The S&P was up quite a bit during that time. My returns with them were not-5% annualized-pretty marginal. Yes, they may have low fees but then that may not matter if they have low returns. I mean, if a fund has, say, a 1% fee and returns 7% that is objectively better than a .5% fee and a 5% return.

I have been a satisfied FA customer for several years now. If you have never used a RoboAdvisor, you should seriously consider doing so for your 401(k) and personal investment accounts. First of all, FutureAdvisor acts as your fiduciary - they never try to sell you stocks for the commission fees. Instead, they take a fixed percentage of the money that they manage for you. If you have a large amount of money to invest, feel free to ask if they will accept a lower fee. They did so for me. Secondly, FA automatically monitors and rebalances your account to keep your stock/bond ratio true to your comfort level - whether it is conservative, moderate or aggressive. Thirdly, they work with many major brokerage houses - so you don't have to open new accounts.

I decided to try FutureAdvisor. I was supposed to get free try with no charges for 3 months. I ended up with lots of charges. My portfolio was going down (it was in stock market) when the market was going up. It was impossible to get an answer with customer service. I LOST MORE THAN I INVESTED. DISHONEST COMPANY. DO NOT DEAL WITH THEM.

They're nice, pleasant. They answered every single question I had. There wasn't a long wait. They were literally sweet and able to walk me through and the call wasn't ended too fast. Everything was nice and brilliant. They made sure my needs were met. They made sure my account was set up properly. They made sure I didn't have any questions before hanging up. There wasn't too many additional fees and if they were, they weren't too overbearing. Maybe here and there or for small things like a dollar or two. Nothing too extreme. Everything was very easy. The website, the 1-800 number, the customer service, my account. I was definitely impressed and if it wasn't, they'd 100 percent help you completely.

I would have to say that the customer service experience with this company leaves a little bit to be desired. It's not absolutely terrible, and in the end you get the answers or assistance you need, but it could be better. It offers the best customization packages I've ever heard of, and in my personal situation was able to provide exactly what I was looking for and suited my needs perfectly. Now this is one area I did have a bit of a problem with in the form of fees popping up that no one could properly explain (and granted, that may have had more to do with the specific customer service representative I spoke to than the company itself). This service is very easy to use and requires very little effort from the customer. Nothing is confusing or difficult, and it's an overall painless experience.

Easy to use and a variety of ways to get help. Customer service is very helpful and thorough. If you have any issues it's easy to get assistance. I'd happily recommend. You can put minute details in to get the results you want. I can put my salary and outgoing bills to help determine expenses. It's reasonably priced. Additional fees are extremely reasonable. You may want certain details that they can provide. It's totally reasonable and worth the extra fees. It's so easy... fun even! If you ever have any questions customer service is always there for you! The FAQ section is perfect for all your needs. It's so easy there should never be any issues.

It was acceptable and the trade occurred as scheduled per my request. Very similar to my requests for Fidelity in trade transactions and their timing. Further the software was simple and easy to use and made for quick instruction and direction. There are several options and paths to execute your instructions. The one I chose was a simple point and click. Once the task was complete you would receive a detailed report. There are additional fees and potential wait times for completing and executing any trades on these exchanges where the investor must choose between two options. Either one is challenging. The system or the software design is relatively easy to use. With self-descriptive menus and drop down options to choose from each option. The speed of transaction is dependent on the complexity and makeup of the instructions and the directions.

Their customer service is not too bad. It could be better however. It would be nice to be treated like I was special and not just someone else they were making money off of. I am overall very happy with the different customization options that they give you for making your investments. There are many different options to choose from no matter how much you want to invest. I am overall satisfied with their additional fees. It could always be worse. There is always a company that is going to charge less and there is always going to be a company that charges more. Overall I am pleased with the ease of use that I get. It makes it easy to invest without having to listen to a representative trying to talk me into an investment I don't want.