Portfolio Review will analyze your current investment portfolio. It provides data-driven, actionable recommendations to improve net-of-fee, after-tax, risk-adjusted return.REVIEW YOUR CURRENT PORTFOLIO
Wealthfront invests your money for you with a minimal amount of work. We monitor your portfolio every day to look for opportunities to rebalance or harvest tax losses. Are you doing the same?INVEST NOW
It’s a bad idea to try to time the market via frequent trades. So, Wealthfront will invest your money in Index Funds that trade very infrequently and try to follow the market rather than attempting to time it.
We take advantage of the tax status of your accounts for best results. We’ll place bonds and real estate assets in your retirement accounts, where they can compound tax-free. We’ll mostly use tax-efficient stocks in taxable accounts.
Our 0.25% of assets fee (a mere $18.75/month for a $100K account) is the only fee we’ll charge you. There are no commissions or account fees for your Wealthfront account.
We construct your investment portfolio from 11 asset classes that include both U.S. and international stocks and bonds.
Learn about the value of diversification.
Don’t just invest, save money on your taxes too. Our Tax-Loss Harvesting feature improves your performance by as much as 1% per year by saving money on your taxes.
We automatically invest your money given your risk score with academically proven approaches like Modern Portfolio Theory. We then monitor and rebalance this portfolio automatically. You just get a great investment - with no hassle and no work.
… Wealthfront is an appealing alternative to putting your money with a Goldman Sachs, UBS or other private wealth manager.
Mr. Rachleff’s aim is to reach out to that Valley demographic — young, good at math, uncomfortable with professional money managers — and make their money grow.
Wealthfront will manage money for a fee of 0.25% a year, using sophisticated algorithms that measure risk tolerance and build a diversified portfolio.
Why trust your money to a Wall Street money manager who charges steep fees when well-designed software can do a better job for a lot less?