Betterment is waiving its platform fee through the end of 2028 for new Fidelity RIA firms that add Betterment as a custodian. The promotion targets registered investment advisors seeking alternative custody arrangements following recent changes at Fidelity.
The fee waiver comes as Fidelity recently raised minimum requirements for advisors on its platform. Betterment's offer provides a cost-free entry point for eligible Fidelity RIA firms looking to diversify their custodial relationships over the next two years.
Betterment Waives Platform Fees for Fidelity RIA Firms Through 2028
Disclaimer: The content provided on Phemex News is for informational purposes only. We do not guarantee the quality, accuracy, or completeness of the information sourced from third-party articles. The content on this page does not constitute financial or investment advice. We strongly encourage you to conduct you own research and consult with a qualified financial advisor before making any investment decisions.
