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Charles Schwab Intelligent Portfolio vs Betterment

Charles Schwab Intelligent Portfolio is a robo-advisor offering more diversified portfolios with completely free management. How does it compare to Betterment? Read our comparison chart below.

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.

While 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.

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

 Betterment
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Charles Schwab Intelligent Portfolio

Betterment

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Benefits and Features

Annual Fee
None
0.25% for accounts under $100,000; 0.40% for accounts $100,000+
Minimum Deposit
$5,000
$0
Phone Support
24/7
Yes
Live Chat Support
24/7
No
Email Support
Yes
Yes
Human Advisors
No
Yes
Robo Advisor
Assets Under Management
$27 Billion
$14 Billion
Tax Loss HarvestingAvailable for accounts $50,000 and over
Yes
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
No
Yes
Taxable Accounts
Yes
Yes
401k Plans
No
Yes
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
Customer Service
Human Advisors
Pros & ConsPros:
  • 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
Pros:
  • No minimum investment
  • Many customized portfolios
  • Automatically invest extra funds
Cons:
  • Limited investment options
  • High fees for large investors
Bottom LineRobo-advisor offering more diversified portfolios with completely free management... Read full reviewGreat robo-advisor for beginners with low fees, good tools, and tax strategies... Read full review
 Learn MoreVisit Site

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

Betterment: Pricing information from published website as of 04/04/2018

Which is Better: Charles Schwab Intelligent Portfolio or Betterment?

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

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


Articles on Charles Schwab Intelligent Portfolio


Articles on Betterment


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