In today’s linkfest I noted the fact that Betterment was teaming up with Fidelity Investments to offer Betterment services to Fidelity-affiliated financial advisors. However the most interesting thing from the New York Times article was the great graphic “Inexpensive Advice for Index-Fund Investments.” It lists most of the providers of automated portfolio services, the fees they charge, minimum balances and some commentary on their offerings.* I have a screen capture of the table below but you should head over to the article to check it all out including the news that Fidelity’s parent company also invested in FutureAdvisor earlier this year.



*One provider it doesn’t include is Liftoff the new service from Ritholtz Wealth Management that we profiled earlier on Abnormal Returns.

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Please see disclosures here.

Please see the Terms & Conditions page for a full disclaimer.