BB

Blair Catriona Buchanan

3 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
37 advisors
Number of Clients
386,244 clients
Average Client Portfolio
$93K average
Assets Under Management
$35.9B

Fee Structure

Financial Planning:Included in AUM fee

Wealthfront Advisers charges an annual advisory fee based on the net market value of your account. The fee is 0.25% for Automated Investing Accounts and Automated Bond Portfolios, 0.15% for Automated Bond Ladders, 0.09% for S&P 500 Direct accounts, and 0.12% for Nasdaq-100 Direct accounts. Fees are calculated daily and charged monthly. There is no out-of-pocket advisory fee for Stock Investing Accounts. Wealthfront waives its investment advisory fees on the first $25,000 it manages for Nevada residents who open a 529 Account.

Areas of Practice
Investment ManagementEducation Planning
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Advisor Information

Office location

Glendale, CO

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Wealthfront Advisers LLC
October 2024 - Present · 1 yr 3 mos
Wealthfront Brokerage LLC
September 2024 - Present · 1 yr 4 mos
Wealthfront Brokerage LLCBroker
September 2024 - Present · 1 yr 4 mos
Previous Registrations
Unest Advisers, LLC
December 2022 - October 2024 · 1 yr 10 mos
Unest Securities, LLCBroker
May 2022 - October 2024 · 2 yrs 5 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.