Starting today, Betterment’s straightforward fee is now even lower, ranging from 0.3% to 0.9% annually, depending on your balance. As we grow quickly, we want to
share with you and all our customers the cost savings associated with investing larger balances.
Here’s the breakdown:
Portion of Balance Fee charged $0 – $25,000 0.9% $25,000 – $100,000 0.7% $100,000 – $500,000 0.5% $500,000+ 0.3%
As always, our straightforward fee includes everything, and there are no hidden fees and no other ways we make money.
You’ll get the new lower fee automatically, and if you choose to take this opportunity to deposit more with Betterment, that makes it a win-win-win, for you and us and your future.
Thanks for investing better with Betterment!
The Betterment Team