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Betterment

Betterment.com // 0.25% annual fee // 0.40% annual fee for premium account

Categories: Investing
Betterment is an online financial advisor (robo-advisor) that wants to help you make the most of your money. They make tailored recommendations on how much to invest and the risk to take on, then they invest your money in a globally diversified portfolio of low-cost ETFs and help lower taxes in ways many traditional investment services can’t match. Other options include access to licensed financial experts, customer support 7 days a week, and being able to monitor all your financial accounts in one place.
Recommended by the following bloggers:


What Bloggers Are Saying...

"Slick visuals, multiple goals, retirement algorithms and super low fees"
"Easy, set it and forget it, low fees. I recommend it to clients all the time."
"It's easy for anyone to come in with little to no knowledge and start investing. The fees are minimal compared to typical brokers and they constantly re-balance your portfolio."
"For the most part, the app has a lot of functionality for tracking all of my financial accounts. Sometimes, the accounts don't all synch correctly and I have to manually refresh the account details. This, however, does not appear to be the fault of the Betterment app but the financial institution with whom I have an account. I don't know if there's a way to get around this recurring problem. But Betterment manages a good bit of my net worth and I enjoy the knowledge knowing that process is being automated and handled in a scientific method. It takes a lot of the human error out of the equation and lets me sleep soundly at night."
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