Wealthfront Advisers LLC
Assets Under Management
$35.9B
Number of Clients
386,244
Number of Advisors
37
Average Client AUM
$93K
AUM per Advisor
$970.7M
Compensation
Fee-Only (AUM)
About This Firm
Wealthfront Advisers provides automated investment advisory and portfolio management services through the Wealthfront Advisers Program. They offer various account types including Automated Investing Accounts, 529 college savings accounts, Automated Bond Portfolios, Automated Bond Ladders, Stock Investing Accounts, S&P 500 Direct, and Nasdaq-100 Direct. Financial planning tools are provided by Wealthfront Software LLC.
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
Location
261 Hamilton Ave., Palo Alto, CA, 94301