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Betterment vs Charles Schwab Intelligent Portfolio

Betterment is a great robo-advisor for beginners with low fees, good tools, and tax strategies. How does it compare to Charles Schwab Intelligent Portfolio? Read our comparison chart below.

Betterment offers automatic investing starting at an annual fee of 0.25% of your account balance. There is no fee to open an account and no minimum deposit required. All balances get automatic rebalancing, tax loss harvesting, and access to financial experts.

While Charles Schwab Intelligent Portfolio charges no service fees, rebalance fees, or commissions. It offers highly diversified portfolios, consisting of up to 20 asset classes in any portfolio. The minimum investment is $5,000 to start. This robo-advisor has over 300 physical branches if you need in-person help.

Compare Betterment with Charles Schwab Intelligent Portfolio, side-by-side. Read on for an in-depth look, including ratings, reviews, pros and cons.

 Betterment
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Betterment

Charles Schwab Intelligent Portfolio

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Benefits and Features

Annual Fee0.25% for accounts under $100,000; 0.40% for accounts $100,000+
None
Minimum Deposit
$0
$5,000
Phone Support
Yes
24/7
Live Chat Support
No
24/7
Email Support
Yes
Yes
Human Advisors
Yes
No
Robo Advisor
Assets Under Management
$14 Billion
$27 Billion
Tax Loss Harvesting
Yes
Available for accounts $50,000 and over
Goal Tracker
Yes
Yes
Automatic Deposits
Yes
Yes
Online Platform
Yes
Yes
iPhone App
Yes
Yes
Android App
Yes
Yes
Single Stock Diversification
No
 
Fractional Shares
Yes
No
Taxable Accounts
Yes
Yes
401k Plans
Yes
No
IRA Accounts
Yes
Yes
Roth IRA Accounts
Yes
Yes
SEP IRA Accounts
Yes
Yes
Trust Accounts
Yes
Yes
529 Plans
No
No
 

CreditDonkey® Reviews

 Betterment
Annual Fee
Minimum Deposit
Human Advisors
Customer Service
Pros & ConsPros:
  • No minimum investment
  • Many customized portfolios
  • Automatically invest extra funds
Cons:
  • Limited investment options
  • High fees for large investors
Pros:
  • No account fees
  • More diversified asset allocation
  • Cannot adjust assigned portfolio
Cons:
  • Higher minimum deposit
  • Large cash allocation
  • Tax loss harvesting only to high balance accounts
Bottom LineGreat robo-advisor for beginners with low fees, good tools, and tax strategies... Read full reviewRobo-advisor offering more diversified portfolios with completely free management... Read full review
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Betterment: Pricing information from published website as of 04/04/2018

Charles Schwab Intelligent Portfolio: Pricing information from published website as of 06/14/2018

Which is Better: Betterment or Charles Schwab Intelligent Portfolio?

Still need help deciding which investing is better? Read the in-depth reviews below. You may also be interested in comparing Betterment or Ally Invest.

In short: Betterment's minimum deposit is excellent. Charles Schwab Intelligent Portfolio's customer service is excellent.


Articles on Betterment


Articles on Charles Schwab Intelligent Portfolio

    Charles Schwab Intelligent Portfolio

    Charles Schwab Intelligent Portfolios offers similar robo-advisor services to its competitors but without the annual fee. How is this possible? Read this review to see if it's too good to be true.

Which Do You Think is Best?

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