ROBO ADVISOR RANKING

Best Retirement Portfolios
Conservative
10

Betterment Digital - 0% Stock Retirement Portfolio

Minimum Amount: $0

Management Fee: 0.25%

Betterment

Betterment’s 0% stock retirement portfolio ranked the highest in our ranking of conservative portfolios for retirement strategies. The underlying ETFs chosen by the portfolio posted a 1.37% return within the "Review Period". Adding up both ETF level fees and the management fee charged by Betterment yields a total cost to invest in the portfolio of 0.38%. Betterment was one of the original robo-advisors and offers services like tax loss harvesting, automated rebalancing, fractional shares and automatic dividend reinvesting.

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Suggested Use: Investors who want a more robust robo-advisor for a low minimum deposit.

1 year return Total cost Minimum deposit Tax services Auto deposits Human adviser Fractional Shares Automatic Dividend Reinvesting Automatic Rebalancing SRI Strategy
1
1.37% 0.38% $0
2
0.66% 0.38% $0
3
1.37% 0.53% $100,000 Access to CFP
4
-0.05% 0.38% $0
5
-1.07% 0.11% $100 Access to series 65 licensed adviser