Why we like it
With its low-cost ETFs, automatic rebalancing, extensive tax strategies and retirement advice, Betterment is a strong bet for retirement investors. Betterment’s planning tools include advice on “asset location” — which types of investments are best for different types of accounts — and investors can sync outside accounts, as well.
No account minimum.
Robust goal-based tools.
Fractional shares limit uninvested cash.
Low management fee.
$100,000 minimum and higher fee for access to financial advisors.