Save money and be informed. CreditDonkey is a personal finance comparison and reviews website. This website is made possible through financial relationships with card issuers and some of the products and services mentioned on this site. Advertiser Disclosure†

Charles Schwab Intelligent Portfolio vs Betterment


 

Charles Schwab Intelligent Portfolio

Betterment

SPECIAL OFFER
Compare Pricing - Learn More

Read Betterment Review

 

Benefits and Features

Savings 
  • Betterment Cash Reserve - Earn 4.75% APY**
Annual Fee
None
  • Digital: 0.25% annual fee for accounts with $20,000 or more or with monthly recurring deposits of $250 or more, $4/month for accounts with less than $20,000
  • Premium: 0.65% for accounts $100,000 or more
Minimum Deposit
$5,000
$0
Checking 
No-Fee Checking
Phone Support
24/7
Yes
Live Chat Support
24/7
No
Email Support
Yes
Yes
Human Advisors
No
Yes ($100k minimum)
Robo Advisor
Check
Yes
Assets Under Management
$27 Billion
$50+ Billion
Minimum Investment 
$0
Tax Loss HarvestingAvailable for accounts $50,000 and over
Yes
Goal Tracker
Yes
Yes
Automatic Deposits
Yes
Yes
Online Platform
Yes
Yes
iPhone App
Yes
Yes
Android App
Yes
Yes
Banking Offers checking account with a free debit card, and a high-yield cash account
Mobile App 
iOS & Android
Single Stock Diversification 
No
Fractional Shares
No
Yes
Taxable Accounts
Yes
Yes
401k Plans
No
Yes
IRA Accounts
Yes
Yes
Roth IRA Accounts
Yes
Yes
SEP IRA Accounts
Yes
Yes
Trust Accounts
Yes
Yes
529 Plans
No
No
 

CreditDonkey® Reviews

Annual FeeStarStarStarStarHalf Star
Minimum DepositStarStarStarStarStar
Human AdvisorsStarStarStarEmpty StarEmpty Star
Customer ServiceStarStarStarStarEmpty Star
Pros & ConsPros:
  • No minimum investment
  • Customized portfolios
  • Automatically invest extra funds
Cons:
  • Limited investment options
  • High fees for large investors
Bottom LineGreat robo-advisor for beginners with low fees, good tools, and tax strategies... Read full review

Blank fields may indicate the information is not available, not applicable, or not known to CreditDonkey. Please visit the product website for details.

Charles Schwab Intelligent Portfolio: Pricing information from published website as of 06/14/2018

Betterment: Pricing information from published website as of 04/04/2018


Articles on Betterment

Betterment Review

Betterment offers low fees and good returns. But there are risks you should NOT ignore. Read this review to see if Betterment is better.

Is Betterment Worth The Fee

Betterment will manage your investments, but they charge a fee. Is Betterment worth the fee? Read on to answer all your questions.

Betterment Roth IRA

Is Betterment a good way to invest for retirement? What about the fees and withdrawals? Read on to learn how Betterment's Roth IRA account works.

Betterment vs Wealthfront

Betterment and Wealthfront are two of the oldest and most popular robo-advisors. Is there a difference? Which is better for you? Read on to find out.

Which Do You Think is Best?





You Might Also Like

Best Robo Advisor

Best Robo Advisor

Investing apps can help grow your money. But you need to compare returns and fees. See which robo-advisors are worth it.

Compare Charles Schwab Intelligent Portfolio to:


You might also be interested in

Seeking Alpha Discount

Seeking Alpha Discount

Want to get discounts on Seeking Alpha's services? Continue reading to learn about the promotions that are currently active for Seeking Alpha.

Next Page:

About CreditDonkey
CreditDonkey is a personal finance comparison website. We publish data-driven analysis to help you save money & make savvy decisions.

Editorial Note: Any opinions, analyses, reviews or recommendations expressed on this page are those of the author's alone, and have not been reviewed, approved or otherwise endorsed by any card issuer.

†Advertiser Disclosure: Many of the offers that appear on this site are from companies from which CreditDonkey receives compensation. This compensation may impact how and where products appear on this site (including, for example, the order in which they appear). CreditDonkey does not include all companies or all offers that may be available in the marketplace.

*See the card issuer's online application for details about terms and conditions. Reasonable efforts are made to maintain accurate information. However, all information is presented without warranty. When you click on the "Apply Now" button you can review the terms and conditions on the card issuer's website.

CreditDonkey does not know your individual circumstances and provides information for general educational purposes only. CreditDonkey is not a substitute for, and should not be used as, professional legal, credit or financial advice. You should consult your own professional advisors for such advice.

About Us | Reviews | Deals | Tips | Privacy | Do Not Sell My Info | Terms | Contact Us
(888) 483-4925 | 680 East Colorado Blvd, 2nd Floor | Pasadena, CA 91101
© 2024 CreditDonkey Inc. All Rights Reserved.