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Betterment trims fee despite 'no pressure,' and can still upcharge 160% over robo fee by upselling CFP humans -- more than 100% over Vanguard -- with RIA-like fees

The New York robo imposed 65 basis points in 2024 on humanized $1-million-plus accounts, but is not competing with RIAs and 'never has been'

Author Oisin Breen April 5, 2025 at 12:23 AM
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Betterment's premium pricing shows the ROI of people.
Brooke Southall and Keith Girard contributed to the editing of this article.

Robo-Advisors



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Mentioned in this article:

Betterment, LLC
Financial Planning Software
Top Executive: Jon Stein



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