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Forbes

The Future Of Investing: Fintech 50 2019

By Jonathan Ponciano

Robo-advisor pioneer manages ETF portfolios tailored to individuals’ goals and risk tolerance, held in taxable accounts and/or IRAs for 0.25% of assets a year. Customers with a balance of at least $100,000 can opt for newer hybrid premium service offering access to human financial planners, too, for 0.40% of assets a year. Betterment now also offers company 401(k) and financial advisor products.

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This article originally published February 4th, 2019 on Forbes

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