(4.8 / 5)15+ Ratings

Wealthfront Reviews

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Overall Rating

4.8
15 Reviews
  • 567%
  • 433%
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About Wealthfront

Wealthfront.com is an online financial advisory platform that offers automated investment management services. It's designed to help individuals save, invest, and grow their money.

The platform provides a range of products including a Cash Account that offers an industry-leading 5.00% APY, a US Treasuries Automated Bond Ladder for steady yield with low risk, an Automated Investing Account for long-term goals with moderate risk, and a Stock Investing Account for strategic opportunities with higher risk.

Wealthfront.com uses automated index investing as a time-tested method designed to maximize returns over the long term. It manages the risk for you and keeps the cost of investing low.

It also offers tax-optimization services and excellent planning tools. The platform is known for its low-cost access to a diverse investment lineup and its strong tax-optimization services.

In summary, Wealthfront.com is a comprehensive platform for both novice and experienced investors looking for automated, diversified, and low-cost investment options.

Wealthfront Pros & Cons

Pros of Wealthfront:

  • Portfolio Management: Offers advanced portfolio management with features like auto-rebalancing and tax-loss harvesting.
  • Diverse Investment Options: Allows clients to invest in low-cost funds, ESG funds, cryptocurrency funds, and a range of sector or niche funds.
  • Individual Stock Trading: Provides the ability to trade individual stocks and ETFs at no commission, offering a mix of managed and DIY investment options.
  • Generous Portfolio Line of Credit: Offers a margin loan against a portfolio’s value, with competitive rates and up to 30% of the account’s value accessible.
  • Cash Management: Provides a high-yield cash account with up to $8 million in FDIC insurance, competitive interest rates, and fee-free ATM transactions.
  • Tax Optimization: Offers advanced tax optimization strategies, including tax-loss harvesting, which can generate significant tax savings.
  • User-Friendly Platform: Features an intuitive app and website, making it easy for users to manage their accounts and investments.

Cons of Wealthfront:

  • Higher Minimum Deposit: Requires a $500 minimum deposit to get started, which is higher than some other robo-advisors.
  • No Human Advisors: Does not offer access to human financial advisors, which may be a drawback for those seeking personalized advice.
  • Limited Crypto Options: Only offers cryptocurrency trusts for Bitcoin and Ether, not the coins or tokens themselves.
  • Cash Drag: Some accounts may experience a small level of cash drag due to the cash balance held to cover fees.

Customer ratings by feature

  • Shipping & Delivery
    4.6
  • Customer Service
    4.6
  • Price & Quality
    4.7
  • Return Policy
    4.7
  • Good Value
    4.8

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Wealthfront Customer Reviews (15)

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Wealthfront Customer’s Q&A

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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:

  • 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.

  • 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.

  • 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.

  • Tax optimization: Every day, Wealthfront.com's software works to lower your tax bill through various strategies, including Tax-Loss Harvesting.

  • 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.

  • 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.

Wealthfront FAQs

FAQ

Wealthfront Alternatives

Here are the top 10 Wealthfront alternatives based on various sources:

  1. Betterment

    • Website: betterment.com
    • Headquarters: New York, New York, United States
    • Founded: 2010
    • Features: Automated investing, high-yield cash accounts, retirement planning, socially responsible investing, and tax-smart investing.

  2. Wealthsimple

    • Website: wealthsimple.com
    • Headquarters: Toronto, Ontario, Canada
    • Founded: 2014
    • Features: Online trading, robo-advisory, and cryptocurrency trading.

  3. Acorns

    • Website: acorns.com
    • Headquarters: Irvine, California, United States
    • Founded: 2012
    • Features: Micro-investing, spare change investment, and custodial accounts.

  4. SigFig

    • Website: sigfig.com
    • Headquarters: San Francisco, California, United States
    • Founded: 2009
    • Features: Free portfolio tracker, unlimited access to financial advisors, and a wide variety of investment options.

  5. Ellevest

    • Website: ellevest.com
    • Headquarters: San Francisco, California, United States
    • Founded: 2013
    • Features: Algorithm-based investing, goal-specific portfolios, and a focus on women's financial planning.

  6. Altruist

    • Website: altruist.com
    • Headquarters: San Francisco, California, United States
    • Founded: 2018
    • Features: Regulated brokerage, fiduciary advisors, and a unique 401(k) plan with immediate diversification.

  7. Personal Capital

    • Website: personalcapital.com
    • Headquarters: Redwood City, California, United States
    • Founded: 2009
    • Features: Wealth management services, free financial management tools, and access to financial advisors.

  8. Fidelity Go

    • Website: fidelity.com
    • Headquarters: Boston, Massachusetts, United States
    • Founded: 1946
    • Features: Low-cost personalized portfolios, low fees, and a robust mobile trading experience.

  9. Charles Schwab

    • Website: schwab.com
    • Headquarters: Westlake, Texas, United States
    • Founded: 1973
    • Features: Financial planning, retirement planning, and portfolio management.

  10. SoFi

    • Website: sofi.com
    • Headquarters: San Francisco, California, United States
    • Founded: 2011
    • Features: Robo-advisory, cryptocurrency trading, and a wide range of financial services.

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