 |  | |
| Review | Betterment Review | Wealthfront Review |
| Overall Rating | ||
| Management Fees Annually | Digital: 0.25% Premium: 0.40% | 0.0% up to $10,000 0.25% above $10,000 |
| Fund Fees | 0.09% → 0.17% | 0.12% |
| Account Types | Taxable, Roth IRA, SEP IRA, Traditional IRA, Rollover IRA, Trusts, Joint, Non-profit | Taxable, Roth IRA, SEP IRA, Traditional IRA, Rollover IRA, Trusts, Joint, 529 |
| 529 Guidance | ✅ | ✅ |
| Chartered Financial Professionals | ✅ | No Human Advice |
| Automatic Tax Loss Harvesting | ✅ | ✅ |
| Tax Coordinated Strategy | ✅ | ✅ |
| Tax Minimization Method | N/A | N/A |
| Automatic Portfolio Rebalancing | ✅ | ✅ |
| Private Wealth Management | ❌ | ❌ |
| Socially Responsible/Values Based Investing | ✅ | ✅ |
| Supports Charitable Donations | ✅ | ❌ |
| Account Minimum | Digital: $0 Premium: $100,000 | $500 |
| Fractional Shares | ✅ | ❌ |
| Retirement Planning Tools | ✅ | ✅ |
| Support Real Estate Investments | ❌ | ✅ |
| Investment Method | Based on risk tolerance | Based on risk tolerance |
| Portfolio holdings | ETFs | ETFs & Individual Securities |
| Technology | Web-based, iOS & Android | Web-based, iOS & Android |
| Gender Focus | Male & Female | Male & 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 | First $10k Managed Free |
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