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    Facet wealth management

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    $958.000
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    Fidelity Managed FidFolios®: Offers professionally managed portfolios with a minimum of $5,000 and an advisory fee of 0.70%; portfolios can be actively managed or directly managed. AJ : AI is a really interesting one, and there are a lot of different approaches in the industry about how it's going to unfold and work. Our view is that we are a long way away from a pure AI financial advisor like the machines are going to replace us. We don't see that happening anytime soon. Recent portfolio recommendations from Facet Wealth Management emphasize balanced allocation across equities and fixed income, given mixed macro indicators such as resilient employment figures and uneven retail sales.

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