Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
261 Hamilton Ave., Palo Alto, CA, 94301
Get directionsRegulatory 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
Erika works part-time as a service team member at Sweetgreen since October 2023 and as a usability tester for Dscout since April 2024. These activities are not investment-related.