Karen Shu is a registered investment advisor at Wealthfront Advisers LLC, based in Chelmsford, MA, with 4 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 491,179 clients with $43B 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
Chelmsford, MA
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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 →Other Business Activities
Karen is an independent contractor and travel advisor for Key to the World Travel, LLC, a Disney travel agency, since March 2020, dedicating minimal time. She also runs an Instagram account and sells items on Mercari, spending about 10-20% of her time and minimal time respectively.
Employment History
Current Registrations
Wealthfront Advisers LLC
Wealthfront Brokerage LLC
Wealthfront Brokerage LLCBroker
State Registrations1 state
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