Robo Advisor Fees
blooom pricing
We believe financial management should be simple, affordable, and available to everyone.
Build your dashboard in a few simple steps.
See your ideal investment strategy and actual account comparison according to blooom’s expert analysis. Below are pricing options in case you’d like blooom to fix and manage your retirement investments according to your personal strategy.
2. Build your custom retirement dashboard + tools
3. Get your recommended investment strategy
4. Receive a personal account analysis
Essentials
$95
per year
per Account
- Personalized Portfolio
- Auto Optimization
- Transaction Activity Alerts
- Advisor Access
- Priority Advisor Access
Standard
$120
per year
per Account
- Personalized Portfolio
- Auto Optimization
- Transaction Activity Alerts
- Advisor Access
- Priority Advisor Access
Unlimited
$250
per year
Unlimited Accounts*
- Personalized Portfolio
- Auto Optimization
- Transaction Activity Alerts
- Advisor Access
- Priority Advisor Access**
# Accounts Optimized
Essentials
OneStandard
OneUnlimited
Unlimited*Personalized Portfolio
- Research the funds in your plan
- Pick the optimal funds for your situation
- Minimized hidden investment fees
- Blooom places trades (optional)
Essentials
Standard
Unlimited
Auto Optimization
Keep your portfolio on track as your allocation shifts with the market.
Essentials
Standard
Unlimited
Withdrawal Alerts
Receive a text message in the event we detect a withdrawal.
Essentials
Standard
Unlimited
Advisor Access
Ask an advisor all your financial questions. Receive a response within 2-3 business days.
Essentials
Standard
Unlimited
Priority Advisor Access
Live chat with an advisor about all of your financial questions.**
Essentials
Standard
Unlimited
Choose pricing at checkout.
* In order to deliver a personalized retirement plan, all accounts managed in the Unlimited plan must be held by the same individual.
** During normal business hours.
