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Vanguard Personal Advisor vs Betterment

Vanguard Personal Advisor is a hybrid robo and human advisor providing personalized advice for low fees, for investors with $50k to start. How does it compare to Betterment? Read our comparison chart below.

Vanguard Personal Advisor offers automatic investing with personalized service for a low fee of 0.30%. An advisor will build a portfolio for you based on your goals and financial situation. The advisor will also regularly rebalance your portfolio to keep it on track. The minimum to open an account is $50,000.

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 Vanguard Personal Advisor with Betterment, side-by-side. Read on for an in-depth look, including ratings, reviews, pros and cons.

 Betterment
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Vanguard Personal Advisor

Betterment

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Benefits and Features

Annual Fee
0.3%
0.25% for accounts under $100,000; 0.40% for accounts $100,000+
Minimum Deposit
$50,000
$0
Phone Support
Yes
Yes
Live Chat Support
No
No
Email Support
Yes
Yes
Human Advisors
Yes
Yes
Robo Advisor
Assets Under Management
$100+ Billion
$14 Billion
Tax Loss Harvesting
client-by-client basis
Yes
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
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
Yes
No
 

CreditDonkey® Reviews

 Betterment
Annual Fee
Minimum Deposit
Human Advisors
Customer Service
Pros & ConsPros:
  • Professionally managed by human advisors
  • Low annual fee
  • Backed by prestigious brand
Cons:
  • High minimum investment
  • Extra transaction fees
  • No continuous tax loss harvesting
Pros:
  • No minimum investment
  • Many customized portfolios
  • Automatically invest extra funds
Cons:
  • Limited investment options
  • High fees for large investors
Bottom LineHybrid robo and human advisor providing personalized advice for low fees, for investors with $50k to start... Read full reviewGreat robo-advisor for beginners with low fees, good tools, and tax strategies... Read full review
 Learn MoreVisit Site
What Others View

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    Vanguard Personal Advisor: Pricing information from published website as of 04/04/2018

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

    Which is Better: Vanguard Personal Advisor or Betterment?

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

    In short: Vanguard Personal Advisor's human advisors is excellent. Betterment's minimum deposit is excellent.


    Articles on Vanguard Personal Advisor


    Articles on Betterment


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