Quick answer

For most people, Betterment is the best all-around robo-advisor — a 0.25%/year fee, no account minimum, and automatic tax-loss harvesting from dollar one. If you have at least $500 and want the same low fee with no human-advisor upsell, Wealthfront is the strongest alternative.

Advertiser disclosure Some of the services below may become Wealthward partners, marked "Partner" once a real affiliate relationship is in place. We only include a service on this page if we'd use it ourselves regardless of commission. Full policy →

Fees and minimums verified July 24, 2026 against each provider's own pricing page, cross-checked against NerdWallet, Bankrate, and CNBC Select. A robo-advisor picks and automatically rebalances a diversified portfolio for you — the meaningful differences are fee structure, account minimum, and at what balance features like tax-loss harvesting actually kick in.

How the top robo-advisors compare

Verified July 24, 2026
ProviderRatingFeeAccount minimumTax-loss harvesting
Betterment PartnerBest for: no minimum, all-around ★★★★★4.8 0.25%/yr (or $5/mo flat) $0 ($10 to invest) Yes, all balances Open account
Wealthfront PartnerBest for: automation purists ★★★★★4.7 0.25%/yr flat $500 Yes, all balances Open account
Fidelity GoBest for: small balances, $0 fee ★★★★☆4.4 $0 under $25,000; ~0.35%/yr above $0 Not offered Visit site
Schwab Intelligent PortfoliosBest for: existing Schwab customers ★★★★☆4.1 $0 management fee $5,000 Only above $50,000 balance Visit site

Schwab holds a notably larger cash allocation in its portfolios than the other three, which can act as a drag on returns — a tradeoff for its $0 management fee. Ratings are Wealthward's own — see methodology below.

What actually matters more than the fee

  • When tax-loss harvesting actually activates. Betterment and Wealthfront offer it on every taxable account from day one; Schwab requires a $50,000 balance. For a taxable (non-retirement) account, this can matter more than a fractional fee difference.
  • Account minimum vs. your actual starting balance. A "cheaper" provider is irrelevant if its $5,000 minimum is more than you're starting with — Betterment's $0 minimum removes that constraint entirely.

Our pick for most people

If you want one simple answer: Betterment's combination of no account minimum, a straightforward 0.25% fee, and tax-loss harvesting from the first dollar covers what most people actually need from a robo-advisor. Wealthfront is functionally very similar if you already have $500 to start with.

Open a Betterment account

Prefer picking your own funds instead of a managed portfolio? See our investing apps and brokers comparison.

How we chose these providers

4Factors weighed
SIPC-checkedEvery provider listed
Jul 24, 2026Last verified

We compared fee structure, account minimum, and at what balance tax-loss harvesting activates, using each provider's own pricing and disclosure pages, cross-checked against NerdWallet, Bankrate, and CNBC Select as of July 24, 2026. We did not rank by commission size.

Frequently asked questions

Neither is objectively better — a robo-advisor trades a small fee for automatic rebalancing and tax-loss harvesting you'd otherwise have to do yourself. If you're comfortable picking and periodically rebalancing a couple of index funds on your own, you can replicate most of the value for free.

The invested securities in a robo-advisor account are typically SIPC-insured (protecting against brokerage failure, not market losses), the same as a regular brokerage account. Any uninvested cash sweep portion may separately carry FDIC coverage through a partner bank — check each provider's specific disclosures.

Yes — a robo-advisor still invests in the market (typically diversified ETFs), so your balance moves with the market and can decline in value. The automation manages the portfolio construction and rebalancing; it doesn't eliminate investment risk.