Betterment

Automated investing and cash management with optional access to human financial advisors.

softwarePersonal Financerobo-advisorautomated-investingretirement-accounts

Pricing Plans

Explore the pricing plans to find the best fit for your needs.

Pricing Model: Paid (Subscription)

$5/month or 0.25% annually

Flat monthly fee for balances under $24k; converts to 0.25% annually once balance or deposit thresholds are met.

Automated portfolio construction and rebalancing

Tax-loss harvesting

Retirement account support

0.65% annually

Adds ongoing access to a team of licensed financial advisors; requires $100,000 in eligible investments.

Everything in Digital

Unlimited access to CFP-credentialed advisors

Same tax optimization tools

Unclaimed Listing

Platforms

Target AudienceInvestors who want automated portfolios with an option to add human advisor access

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