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Growing At 300% To $8.5 Billion, Betterment Offers Fee, Tax Edge

By Peter Cohan

Betterment — which says it recommends “how much money to invest to the type of account that’s right” then “invest[s] and manage[s] it in a way that many traditional investment services can’t” — charges customers 25 basis points — which CEO Jon Stein told me April 24 is a fifth of the industry average fee — of their assets under its management.

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This article originally published April 26th, 2017 on Forbes


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