Finally released to the public, trading guru Dave Aquino's guide, "The Options Trading Accelerator Method", reveals how Wall Street's big lie has stopped traders with small accounts from reaching their full potential and how his student favorite trading method could change that!
Click here to keep reading…
Betterment vs Ellevest
Review | Betterment Review | Ellevest Review |
Overall Rating | ||
Management Fees Annually | Digital: 0.25% Premium: 0.40% | Emergency Funds: 0.0% Digital: 0.25% Premium: 0.50% Private Wealth Management: 0.90% |
Fund Fees | 0.09% → 0.17% | 0.06% → 0.16% |
Account Types | Taxable, Roth IRA, SEP IRA, Traditional IRA, Rollover IRA, Trusts, Joint, Non-profit | Taxable, Traditional IRA, Roth IRA, 401(k), 403(b) |
529 Guidance | ✅ | ❌ |
Chartered Financial Professionals | ✅ | ✅ |
Automatic Tax Loss Harvesting | ✅ | ❌ |
Tax Coordinated Strategy | ✅ | ✅ |
Tax Minimization Method | N/A | ✅ |
Automatic Portfolio Rebalancing | ✅ | ✅ |
Private Wealth Management | ❌ | ✅ |
Socially Responsible/Values Based Investing | ✅ | ✅ |
Supports Charitable Donations | ✅ | ❌ |
Account Minimum | Digital: $0 Premium: $100,000 | Digital: $0 Premium: $50,000 Private Wealth Management: $1,000,000 |
Fractional Shares | ✅ | ❌ |
Retirement Planning Tools | ✅ | ✅ |
Support Real Estate Investments | ❌ | ❌ |
Investment Method | Based on risk tolerance | Based on capacity for risk |
Portfolio holdings | ETFs | ETFs, Mutual Funds, Individual Debt Instruments, Individual Equities, Closed-end Funds, Partnerships, Private & Illiquid Investments |
Technology | Web-based, iOS & Android | Web-based, iOS & Android |
Gender Focus | Male & Female | Primarily Female |
Security | Two-factor authentication, 256-bit SSL | Two-factor authentication, 256-bit SSL |
Customer Service | Phone, Email, Live Chat | Phone, Email |
User Experience | Excellent | Very Good |
Promotions | Up to 1 Year Free | N/A |