Wealthfront Advisers offers automated investment management through brokerage accounts at Wealthfront Brokerage. They provide services like automated investing, bond portfolios, bond ladders, and stock investing accounts. Wealthfront uses software to manage portfolios, rebalance, and implement tax-loss harvesting. They also offer free financial planning tools through Wealthfront Software.
Assets Under Management$43B
Clients491,179
Advisors37
Avg. per Client$87K
Avg. per Advisor$1.2B
Fee Structure
Minimum Investment:$500
Planning is included in investment management
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
37 Advisors at this firm
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