FAQs
BlackRock Inc. (ticker: BLK) is the largest financial advisor firm, with $10.47 trillion in assets under management as of the first quarter of 2024. The firm offers several core services, such as portfolio construction, enterprise risk and regulatory advisory, and data, analytics, and financial modeling.
Who is the owner of Stockspot? ›
Stockspot was founded by Chris Brycki. Chris initially had the idea of starting Stockspot after being approached by family and friends in need of investment advice. He wanted to give them an easy, safe, and low-cost way to invest in the sharemarket.
Who is the best robo advisor in Australia? ›
When it comes to the best robo advisors in Australia, Stockspot is the top choice. As the country's first and largest online investment advisor, Stockspot has a proven track record and offer easy access to human advisors.
How safe is Stockspot? ›
Yes. Stockspot is a licensed Australian Financial Services provider (AFSL 536082) regulated by ASIC.
Who are the top 5 wealth advisors? ›
How we make money
- Top financial advisor firms.
- Vanguard.
- Charles Schwab.
- Fidelity Investments.
- Facet.
- J.P. Morgan Private Client Advisor.
- Edward Jones.
- Alternative option: Robo-advisors.
What is stockspot vs superhero? ›
Superhero and Stockspot compared
Stockspot reviews the investment on an ongoing basis and will rebalance your portfolio when necessary. With Superhero you need to pick all of the investments yourself and review them yourself.
Is Stockspot a chess? ›
Yes. Your shares are owned by you. They are safely registered with the ASX under CHESS sponsorship. Every Stockspot client has an individual HIN (Holder Identification Number).
What is stockspot explained? ›
Stockspot explained
Your portfolio is personalised for you and updated as your circ*mstances change. You can see the investments in your portfolio online anywhere, anytime. There are no exit fees or withdrawal fees. It's your money, you can always access it – no strings attached.
Which robo-advisor has best performance? ›
If you're in the market for a robo-advisor, there are plenty of providers to choose from — but important factors like fees, investment portfolios, account minimums and other features can vary widely. In our analysis, the two robo-advisors with the top scores are Wealthfront and Betterment.
What country has the greatest number of robo-advisors? ›
Over the past six years, roughly 180 million people have started using robo-advisors to build trading strategies, buy stocks, and grow their portfolios. Nearly one-fifth were from the United States, the world's largest robo-advisors market.
Limited Flexibility
Most robo-advisors won't be able to help you if you want to sell call options on an existing portfolio or buy individual stocks.
Are Stockspot fees high? ›
StockspotFees below 1% per annum, a fraction of the cost of typical advisors or fund managers. Stockspot's index investing model has outperformed the average active fund manager over time. VanguardFees below 1% per annum, a fraction of the cost of typical advisors or fund managers.
Is Stockspot a broker? ›
Stockspot is an online investment adviser and fund manager based in Sydney, Australia.
What is the average return of the Stockspot? ›
The Stockspot portfolios have also outperformed 99% of similar diversified funds in Australia over the last 5 years. The Stockspot Model Portfolios returned 8.6% to 11.8% after fees over the 12 months to 31 December 2023, while the Stockspot Sustainable Portfolios returned 10.1% to 14.0% after fees.
Who are the top 5 investment advisors in the US? ›
BlackRock, Vanguard, Fidelity, State Street Global Advisors, and J.P. Morgan Asset Management are the five largest financial advisory firms in the United States, ranked by assets under management (AUM). The size of these firms allows them to offer a multitude of services to their clients.
Who is the number one financial advisor in the world? ›
2024 Rank | Advisor | Firm |
---|
1 | Mark T. Curtis | Morgan Stanley | Graystone |
2 | Lyon Polk | Morgan Stanley Private Wealth Management |
3 | Gregory Vaughan | Morgan Stanley Private Wealth Management |
4 | Richard Saperstein | Treasury Partners |
7 more rows
Who is the most trustworthy financial advisor? ›
- We evaluated a selection of the top financial advisory firms in the US, what they offer, and their pros and cons. Fidelity Investments. ...
- Fisher Investments. Fisher Investments is one of the best financial advisory firms for customized portfolio strategies. ...
- Facet. ...
- Vanguard. ...
- Mercer. ...
- Edward Jones. ...
- BlackRock. ...
- Charles Schwab.
Who is the largest investment manager in the world? ›
Vanguard takes institutional lead over BlackRock
BlackRock remains the world's largest asset manager overall.