Betterment

Betterment

0.25% annual fee Finance & Trading โœ“ Verified
โ˜…โ˜…โ˜…โ˜…โ˜… 4.5

AI robo-advisor for goal-based automated investing

๐Ÿ‘ 4 views this month

About this Tool

Betterment is a robo-advisor that uses AI algorithms to optimize your investment portfolio based on your goals, risk tolerance, and time horizon. Offers both automated and premium advisor-assisted plans.

Key Features +

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Goal-Based Investing

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Tax Coordination

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Retirement Planning

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Smart Saver

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Socially Responsible Investing

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Tax-Loss Harvesting

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[ High-yield cash No fees or minimums. FDIC insured up to $4M.** Unlimited withdrawals. Variable APY.

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Tax savings can pay your fee.

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Recurring deposits can help you earn even more.

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How are the fees taken from my account? Caret Down Icon

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Are there discounts if I hold a high balance? Caret Down Icon

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$1โ€“$2 million** : 0.15% (15 bps) annual fee on the portion within this tier

๐Ÿ“‹ Scripts & Prompts for Betterment

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

๐Ÿ’ฌ Prompt
Design My Investment Portfolio รขโ‚ฌโ€ Any Goal
Intermediate โฑ 12 min
You are a fee-only fiduciary financial advisor with expertise in portfolio construction. Design my investment portfolio. Investment goal: [GOAL] (retirement…
Investment goal
Years until goal
Risk tolerance
Monthly investment
Account types
Current allocation
Your age
๐Ÿ” Browse All Scripts in the Vault โ†’

Frequently Asked Questions +

Betterment is available as 0.25% annual fee. Visit the tool's website for the latest pricing details and plan options.

Visit the Betterment website to check whether a free tier or free trial is available.

Betterment is available on Android, iOS, Web. Check the official website for the latest platform support.

Many tools offer free trials to let you test before subscribing. Check the Betterment website for current trial availability and duration.

Community Rating +

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At a Glance

  • Pricing Model0.25% annual fee
  • PlatformsAndroid, iOS, Web
  • CategoryFinance & Trading
  • WebsiteVisit โ†’
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