Even as many financial advisers try to shift upward from the mass-affluent segment to a wealthier clientele, some new Internet-based startups are aiming their services at the not-so-rich.
While online investment platforms aren’t new, such fledgling services as Wealthfront and Betterment are trying to distinguish themselves with new programs to provide advice electronically. The investment minimums are as low as $5,000 – or even nothing at all.
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