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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.

 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 ($100k minimum)
No
Robo Advisor
Check
Check
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
Mobile App
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 FeeStarStarStarStarHalf Star
Minimum DepositStarStarStarStarStar
Human AdvisorsStarStarStarEmpty StarEmpty Star
Customer ServiceStarStarStarStarEmpty Star
Pros & ConsPros:
  • No minimum investment
  • Many customized portfolios
  • Automatically invest extra funds
Cons:
  • Limited investment options
  • High fees for large investors
Bottom LineGreat robo-advisor for beginners with low fees, good tools, and tax strategies... Read full review
 Visit SiteLearn More

Blank fields may indicate the information is not available, not applicable, or not known to CreditDonkey. Please visit the product website for details.

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

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.


Articles on Betterment

Betterment Review

Betterment offers low fees and good returns. But there are risks you should NOT ignore. Read this review to see if Betterment is better.

Betterment Returns

Betterment has low fees and is good for beginners. But what about their returns? Let's take a look at this robo-advisor's performance.

Betterment Fees

Betterment offers no minimum deposit and good returns. But are the fees worth it? Read on to learn about this robo-advisor's costs.

Is Betterment Safe

Betterment offers low fees, no minimum balance and good returns. But is it a good idea? Find out if it's safe to invest your money with this robo-advisor.

Betterment Roth IRA

Is Betterment a good way to invest for retirement? What about the fees and withdrawals? Read on to learn how Betterment's Roth IRA account works.

Betterment vs Wealthfront

Betterment and Wealthfront are two of the oldest and most popular robo-advisors. Is there a difference? Which is better for you? Read on to find out.

Which Do You Think is Best?





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