Betterment vs Personal Capital

ReviewBetterment ReviewPersonal Capital Review
Overall Rating
Management Fees AnnuallyDigital: 0.25%
Premium: 0.40%
0.49% - 0.89%
Fund Fees0.09% → 0.17%0.09%
Account TypesTaxable, Roth IRA, SEP IRA, Traditional IRA, Rollover IRA, Trusts, Joint, Non-profitTaxable, Roth IRA, SEP IRA, Traditional IRA, Rollover IRA, Trusts, Joint
529 Guidance
Chartered Financial ProfessionalsDedicated Financial Advisors
Automatic Tax Loss Harvesting
Tax Coordinated Strategy
Tax Minimization MethodN/AN/A
Automatic Portfolio Rebalancing
Private Wealth Management
Socially Responsible/Values Based Investing
Supports Charitable Donations
Account MinimumDigital: $0
Premium: $100,000
Fractional Shares
Retirement Planning Tools
Support Real Estate Investments
Investment MethodBased on risk toleranceBased on risk tolerance
Portfolio holdingsETFsETFs & Individual Securities
TechnologyWeb-based, iOS & AndroidWeb-based, iOS & Android, iWatch
Gender FocusMale & FemaleMale & Female
SecurityTwo-factor authentication, 256-bit SSLDevice authorization
Customer ServicePhone, Email, Live ChatPhone, Email
User ExperienceExcellentExcellent
PromotionsUp to 1 Year FreeFree Mobile Budgeting App
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