Following the transfer of your account, Betterment's standard Digital plan pricing will apply. Their pricing starts at $4 per month for clients with investment account balances under $20,000 and is otherwise 0.25% of account balances per year.
Betterment does not charge fees on assets held in their high-yield Cash Reserve account. Review Betterment’s pricing for more information. Any pre-existing Ellevest fee discounts or rebates will not apply following the transfer of your account to Betterment. Betterment does not require you to maintain a minimum balance in your account.
Clients can also gain over-the-phone and/or email access to Betterment’s team of CFP® professionals by electing to participate in Betterment’s Premium plan for a 0.65% annual advisory fee, which requires a minimum investing balance of $100,000.
More information on Betterment fees can be found here.
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