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@interventionist Depends where that money is likely in a taxable which means your SP500 has done great now you owe uncle Sam a huge bag one day. What does betterment do about active tax management of the portfolio? Any taxable gains at a high income level is going to be 35-40% taxed on gains.

@mark45 At 2M+ I'd say yes. Not even for the money management aspect but ones that provide additional services like at your income level which I assume is high, they can prepare for you some great tax mitigation strategies. Like investing in munis, actively trading your portfolio to harvest tax...

@drummerboy22 Yes Money Therapists is the exact term my old boss used when describing what they do.