Additional information


0.40% management fee


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.


• Unlimited access to a team of certified financial planners.
• Low management fee.
• Innovative savings and retirement planning tools.


• Clients don't receive a dedicated advisor.
• Advisors available by phone and email only.
• High account minimum.


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