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Betterment Review

4.3/5Editorial rating

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Overview

Betterment builds and rebalances globally diversified ETF portfolios, with goal-based planning and automated tax features.

Who it's best for

Hands-off investors who want automated allocation and tax-loss harvesting.

Pros

  • Low flat advisory fee
  • Automated tax-loss harvesting
  • Goal-based planning

Cons

  • Limited portfolio customization
  • Fee on top of ETF costs
  • Human advice costs extra

Fees, minimums and key facts

Minimum investment$0
Fees0.25% annual
Asset typeETF portfolios
Accredited investors onlyNo
LiquidityHigh
Expected hold time—
Account typesTaxable, IRA, Roth, SEP, Trust

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Review the current fee schedule and offering documents directly before committing capital.

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