Pro wealth management without the paperwork
100% DIY Control
Easy Onboarding & Support
High value + Low fee
YOUR MONEY, YOUR POWER:
All the benefits of pro wealth management under your control
Modern technology has enabled you with the ultimate financial empowerment tools. Control your investments on-demand from anywhere in the world. No appointments necessary.
You are still welcome to meet with an advisor for financial planning and strategy if you’d like. But you can still control your portfolio digitally once you’ve landed on a reliable strategy.
It’s simple, effective, and efficient.
IT’S EASY (like, really easy)
Quick onboarding and ongoing support for your convenience
Control with convenience. We get it, if you’re looking into automated investing – you probably prefer to do your own thing. But we don’t want to keep you entirely isolated. We’ll be available for financial planning meetings if you ever want support or guidance with your DIY investment.
Discover the convenient and effective solution for modern millennial-style investing.
MORE VALUE, LOWER FEES:
You’re the beneficiary of cut costs
Since automated investing is a self-serve platform, it helps reduce the operating costs and expenses of the traditional client-advisor relationship. Those savings are passed on to you in the form a low flat-rate fee.
Due to the combined volume of all users, this automated investing platform also gives you access to opportunities previously reserved only for high net worth accredited investors.
Discover the latest innovation of investing.
Want more info before investing?
Don’t worry, we know it feels a little weird to start “automated” investing.
So we put together this ebook to answer most of your questions or concerns.
Get In Touch
For common inquiries please review our FAQ page.
We can also be reach by telephone at (888) 702-0214 or use the contact form below to reach out to a Bauer Wealth associate by email.
Frequently Asked Questions
What is Automated investing?(AKA robo-advisors)
Automated investing is an option to utilize traditional investing channels through a website system, software, or app instead of a human advisor. Some automated investing systems still use moderate to minimal human interaction to avoid costly mistakes.
How Do I Know if Wealth Management Is Right for Me?
Automated investing is a good option if you are fairly competent regarding modern technology, financial markets, and investment strategies.
If you think you’ll have many questions or concerns about your investment – it is probably better to meet with a professional advisor first.
What are the benefits of automated investing?
The benefits of using a autoamted investing (aka a robo advisor) are:
- Lower fees/costs
- Minimal, or no human interaction
- Artificial intelligence decision-making
- Reduced chances of emotional investing errors
What are the cons of automated investing?
The cons of automated investing could potentially be:
Amateur mistakes/errors – overconfident investors might make a mistake or error simply from ignorance. Sometimes from arrogance.
No human interaction – sometimes it is just easier to talk to someone. When it comes to finances, we understand some people just want a person they can trust.