Additional information
| Fees | 0.40% management fee |
|---|---|
| Account minimum | $100,000 |
| Promotion | Up to 1 year of free management with a qualifying deposit |
| Why We Like It | Betterment Premium offers clients with at least $100,000 to invest unlimited access to financial advisors. The service charges a reasonable 0.40% of assets under management, and the advisors are all certified financial planners, a credential that requires meeting a high bar for education and experience. |
| Pros | • Unlimited access to a team of certified financial planners. |
| Cons | • Clients don't receive a dedicated advisor. |
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