Wealthfront Reviews
Wealthfront Customer Reviews (15)
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Wealthfront Features and Benefits
Wealthfront.com is a force among robo-advisors, offering a competitive 0.25% management fee, and one of the strongest tax-optimization services available from an online advisor.
Key features and benefits include:
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Automated investment management: Wealthfront.com is a trustworthy place to park your investment dollars if you want to take a hands-off, automated approach to managing your portfolio.
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Low costs: Wealthfront.com only charges a small 0.25% annual fee and chooses low-cost index funds, so you keep more of your return.
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Diversified portfolio: Wealthfront.com invests your money across the right mix of asset classes for your risk tolerance. To maintain this diversification, it automatically rebalances your portfolio.
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Tax optimization: Every day, Wealthfront.com's software works to lower your tax bill through various strategies, including Tax-Loss Harvesting.
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Account options: Whether you're saving for college, retirement, or just want to grow your money for the future, Wealthfront.com helps you choose the right account to use. It offers Individual, Joint, and Trust accounts for general use, Traditional, Roth, and SEP IRA for retirement, and a 529 college savings account for education expenses.
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DIY and automated investing options: Wealthfront.com offers access to individual stocks for DIY investors and also provides automated investing options.
These features make Wealthfront.com an attractive option for both novice and experienced investors.
Wealthfront Pricing
Wealthfront.com offers a simple pricing structure. The advisory fee for the Automated Investing Account is 0.25% annually. This fee covers the luxury of effortless investing and the use of tax-saving software.
In addition to the Automated Investing Account, Wealthfront.com also offers a Stock Investing Account. This account allows users to invest in individual stocks and browse 45+ pre-built collections without any advisory or management fees.
It's important to note that there are no account-opening fees, withdrawal or account-closing fees, trading/commission fees, or account transfer fees.
Please note that this information is subject to change and it's always a good idea to check the official website for the most up-to-date details.