Betterment Securities is a member of SIPC. Our platform enables your clients to see their investments in one place, track their progress, and make smart financial decisions alongside your guidance. Read the Betterment Review . Learn more. All rights reserved. These advisors work separately from Betterment, even though you’re being matched up through Betterment. Today, it remains one of the largest robo advisors with the most sophisticated features. Technology from Vestwell, FiduciaryShield and Betterment’s recently announced Advised 401(k) are making it easier than ever for advisors to offer retirement plans to business-owner clients. Our technology does the trading, paperwork, and billing so you don’t have to. Explore Cash Reserve, a high-yield cash account designed to help you earn more on the cash you save. This website and advertising is provided by Betterment LLC. Betterment is the largest independent online financial advisor with more than $22 billion in assets under management. Betterment Cash Reserve is offered by Betterment LLC. Guideline information from … My employer set up my 401(k) with Betterment. Contact: Betterment for Advisors, 8 W 24th St, 6th Floor, New York, NY, 10010. Betterment vs. Fidelity Go: Who They're Best For . Betterment acts as both 3(16) administrative and 3(38) investment fiduciary, significantly reducing employer obligations and freeing you up to provide plan oversight. Contact: Betterment for Advisors, 8 W 24th St, 6th Floor, New York, NY, 10010. You’ll find yourself drawn to the site’s clean, user-friendly design. When we set out to find a modern, easy-to-use retirement plan for our own employees, we found the options to be expensive and downright confusing. To the extent that there is advertising related to Betterment Checking, such advertising is provided by Betterment Financial LLC. Betterment : Annual Fees: 0.25% or 0.40% for Premium plan: Minimum Investment: $0 or $100,000 for Premium plan: Best For: Low maintenance, goal-based investors: Betterment has gained over 270,000 customers since bursting onto the robo-advisor scene in 2008. Meanwhile, advisors like Personal Capital, Wealthfront, and Betterment all offer different perks that appeal to different types of investors. To the extent that there is advertising related to Betterment Checking, such advertising is provided by Betterment Financial LLC. Betterment for Advisors Resources Advisor Experience. Betterment 401 (k) plans allow employers to get up and running fast, easily maintain their plan, and help their employees prepare for retirement—all while keeping costs low. Contact: Betterment for Advisors, 8 W 24th St, Floor 6, New York, NY, 10010. ", "Bridging the gap between advisors and the new generation of online investment platforms. Log in to your Betterment account. To the extent that there is advertising related to Betterment Checking, such advertising is provided by Betterment Financial LLC. Betterment Checking made available through Betterment Financial LLC. This website is operated and maintained by Betterment LLC, an SEC Registered Investment Advisor. So we built our own 401(k) plan by leveraging our retail investing platform. What exactly is a robo advisor, you might ask? Betterment began in 2008 as a robo advisor. To the extent that there is advertising related to Betterment Checking, such advertising is provided by Betterment Financial LLC. Related: Betterment vs. Wealthfront; Betterment Deep Dive. Betterment allows users to connect third-party accounts, including 401ks, analyze fee-savings and recommends portfolio optimizations. Betterment’s low-cost, tech-forward solution makes administering a plan easy for business owners. ... For our Betterment robo-advisor review, here is the criteria we used to rate the company: Low-to-no management fees: We look at the fees assessed by the robo-advisor, which is typically a percentage of your assets charged annually. Full Review: Vanguard Personal Advisor Services. The low threshold to get started is an important feature when time is your most valuable asset as an investor. Actual returns will vary greatly and depend on personal and market conditions. Betterment has no minimum investment. By combining our robo-advisor technology with an advisor’s personal touch, we are reimagining what’s possible in … For financial advisors, Betterment for Advisors provides an automated service so that advisors can increase efficiency and spend more time building relationships with their clients. ", "Bring investment management services to an entirely new generation of client". On the surface, Betterment and Fidelity Go share many similarities. 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