Betterment Digital | Fidelity Go | Fidelity Portfolio Advisory Service | |||||||
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Low fees | |||||||||
Management fee | 0.25% |
0.35% |
0.60% - 1.70% |
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Average ETF expense ratio | 0.07% to 0.15%1 |
0.00% |
Unknown |
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Minimum investment | $0 |
$0 |
$50K |
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Personalization | |||||||||
Tax loss harvesting
Betterment automates tax loss harvesting so you don't have to worry if it's being done correctly or at the right time. |
No (on US index funds only) |
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Tax-Coordinated Portfolio
Betterment automates your asset location strategy to help increase your after-tax portfolio value by an estimated 15% over 30 years.
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Tax Impact Preview
Tax Impact Preview automatically calculates and shows you the potential tax implications of a withdrawal or allocation change before you take action.
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Automatic rebalancing
Betterment rebalances your portfolio dynamically, efficiently and automatically as you invest to help maintain your desired risk level.
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Multiple ways to personalize
Our experts can help you personalize your plan by setting savings goals, deciding which funds to move to Betterment, choosing a portfolio and allocation, and identify which Betterment tax features may be right for you.
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Security | |||||||||
Two factor authentication login | |||||||||
Customer service 7 days a week | |||||||||
Licensed financial expert access | |||||||||
Brokerage services provider | Betterment Securities is an SEC registered broker-dealer and member FINRA/SIPC. |
Fidelity Brokerage Services LLC is an SEC registered broker-dealer and member FINRA/SIPC. |
Fidelity Brokerage Services LLC is an SEC registered broker-dealer and member FINRA/SIPC. |
IN THE PRESS Here's what people are saying:
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"The bottom line: Betterment is a clear leader among robo-advisors."
Nerd Wallet -
"Betterment pioneered the robo advisor industry as we know it today."
The Balance -
"This app is a good option for those who want more hands-off investing..."
Mashable