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Betterment

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Overview

What Betterment does

Betterment is a robo-advisor offering low-cost investment management, retirement planning, and financial advisory services with a focus on passive investing.

What people use it for

  • Small investors starting with automated investing at no minimum balance
  • Fee-only digital wealth management for accounts under $24,000 via $5/month flat fee
  • Premium advisory access for high-net-worth individuals with $100,000+ balance

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The honest half

Where it falls short

Concrete and checkable, so you can decide whether any of them matter to you. This is the half of a review a vendor will not write about Betterment.

  • Digital automated investing charges $5 per month fee for accounts under $24,000 balance
  • Premium advisory service requires minimum balance of $100,000 in eligible investments
  • Foreign transaction fees apply to checking account (though reimbursed after the fact)
  • High-balance fee discounts only available above $1,000,000 account balance

Cross-shopped

What people choose instead of Betterment

Each pairing was judged by two reviewers asking whether a buyer would genuinely weigh the two against each other. The ones that failed were deleted rather than published.

Capabilities

Features

  • Automated investing

    Automated investing capability

  • Retirement planning

    Retirement planning capability

  • Financial advisory

    Financial advisory capability

  • Goal tracking

    Goal tracking capability

  • Bank accounts

    Integration with Bank accounts

  • Investment accounts

    Integration with Investment accounts

  • Web support

    Available on Web

  • IOS support

    Available on iOS

  • Android support

    Available on Android

Behind it

Who makes Betterment

Company
Betterment LLC
Based in
New York, New York
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Softwr does not host reviews and shows no star rating for Betterment, because a rating we did not collect is not ours to publish. What is here is the pricing and platform detail from the vendor’s own pages, limitations we could state concretely, and alternatives a reviewer confirmed people weigh against it. Tell us if any of it is wrong.

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