Betterment
DBA: Betterment Llc
450 WEST 33RD STREET, New York, New York 10001
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
on or after April 25, 2024 will pay a wrap fee of 0.65% of their account balance in annualized fees, which includes Betterment’s 0.25% annualized wrap fee plus 0.40% for access toPremiumServicesprovidedbyBetterment’steamoffinancialconsultants. The most re
Source: Form ADV Part 2 BrochureDisciplinary Disclosures
This firm has 4 disclosures on record with the SEC.
Regulatory actions
A disclosure does not necessarily indicate wrongdoing. Verify details on SEC Adviser Info or FINRA BrokerCheck.
Compensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.