Edward Lian is a registered investment advisor at Wealthfront Advisers LLC, based in St. Augustine, FL, with 10 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 518,639 clients with $48B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fee is 0.25% for Automated Investing Account or Automated Bond Portfolio, 0.15% for Automated Bond Ladder, 0.09% for S&P 500 Direct, and 0.12% for Nasdaq-100 Direct. Clients can have a portion of their assets managed for free in some cases.
Fee Estimator
Location
St. Augustine, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Wealthfront Advisers LLC
Wealthfront Brokerage LLCBroker
Previous Registrations
Moomoo Financial INC.Broker
Robinhood Financial, LLCBroker
Robinhood Securities, LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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