Wealthfront Review


Trust Score 84%
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Wealthfront, federally registered in 2008, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 19 advisors. Wealthfront manages $11.5 billion and provides investment advisory services for 221,089 clients (1:11637 advisor/client ratio).

Wealthfront requires a $0 minimum investment and charges 0.25% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm acts as their own custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 11637 clients (industry average 1:50)
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest
  • Firm privately manages or owns some of the products they recommend and may be incentivized to sell those products over others to their investors

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $51,809
Hybrid Advisor Yes
Disciplinary History No
Total AUM $11.5 billion
Advisor / Client Ratio 1:11637
Headquarters Redwood City, CA
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0+ 0.25%


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