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Betterment Premium

Betterment Premium

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Finance

0.40% AUM fee, unlimited CFP access, tax-loss harvesting. Best digital-first advisor.

💎 Best digital-first

Sign up at betterment.com. $100K minimum for Premium tier; Digital tier (0.25% AUM, no CFP access) has no minimum.

Betterment Premium is the right pick for digital-first investors who want CFP access. 0.40% AUM fee, $100K minimum, unlimited CFP access, robo-advisor handles trading. Tax-loss harvesting included. Best for tech-savvy investors who want hybrid robo + human.

Pros

  • Unlimited CFP access
  • Robo-advisor automation
  • Tax-loss harvesting included

Cons

  • $100K minimum
  • 0.40% AUM higher than Vanguard
Price
0.40% AUM
Reference price
View deal · Official

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