Wealthfront provides you with a suite of services that traditionally only a multimillionaire could afford. Uncover strategies used by private wealth managers without having to pay high fees or meet steep minimums.
Do fears of a large tax bill prevent you from moving investments from another brokerage firm? Instead of selling everything at once, use our tailored transfer process to migrate your investments tax-efficiently over time.
Do you receive company shares
as part of your compensation? Wealthfront’s Selling Plan helps all employees sell their shares tax-efficiently and commission free, at a level of service previously only available to executives.
Path is Wealthfront’s unique approach to financial planning. It links directly to your accounts to build an accurate picture of your financial life. Path tells you how you're tracking towards your goals and updates as your spending behavior changes.
Wealthfront helps you and your family work towards your financial goals. Open the accounts that suit your needs and trust an investment strategy that prioritizes low fees, tax-efficiency, and diversification.
Wealthfront constantly optimizes your portfolio through rebalancing, intelligent dividend reinvesting, and tax-loss harvesting.
Review your account and take action anytime, anywhere. No need to schedule phone calls or advisor appointments.
By linking directly to your outside accounts, Wealthfront analyzes your true financial activities to provide insights and advice.
An automated service removes emotion from investing and keeps you focused on the long-run.
Don’t let investment fees eat into your returns. Wealthfront’s advisory fee is a fraction
of what traditional advisors and wealth managers charge.