Vanguard Personal Advisor Services vs Betterment

ReviewVanguard Personal Advisor Services ReviewBetterment Review
Overall Rating
Management Fees Annually0.30%Digital: 0.25%
Premium: 0.40%
Fund Fees0.04% → 0.12%0.09% → 0.17%
Account TypesTaxable, Roth IRA, SEP IRA, Traditional IRA, Rollover IRA, Trusts, JointTaxable, Roth IRA, SEP IRA, Traditional IRA, Rollover IRA, Trusts, Joint, Non-profit
529 Guidance
Chartered Financial ProfessionalsLive 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 Minimum$50,000Digital: $0
Premium: $100,000
Fractional Shares
Retirement Planning Tools
Support Real Estate Investments
Investment MethodBased on risk toleranceBased on risk tolerance
Portfolio holdingsVanguard index funds, ETFs, and active fundsETFs
TechnologyWeb-based, iOS, AndroidWeb-based, iOS & Android
Gender FocusMale & FemaleMale & Female
SecurityIndustry standardTwo-factor authentication, 256-bit SSL
Customer ServicePhone, Video, EmailPhone, Email, Live Chat
User ExperienceGoodExcellent
PromotionsN/AUp to 1 Year Free
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