Betterment's tax harvesting software got me about $3500 in realized losses which I was able to claim for my FY2015 taxes. That ended up getting me about $1500 in deductions on my tax return, while holding nominally the same securities (albeit from a different financial service supplier). Well worth the ~$250 in fees I paid them this year.
I'll probably switch over to a strictly Vanguard portfolio when that harvesting isn't saving me money any longer, but until then, I think I'll stick with Betterment.
I'll probably switch over to a strictly Vanguard portfolio when that harvesting isn't saving me money any longer, but until then, I think I'll stick with Betterment.