hassle-free way to invest
Are you invested the right way?
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
Have a World-Class Investment Team in Your Corner.
With financial experts such as Burton Malkiel and Charles Ellis, Wealthfront’s investment team accumulates more than 200 years of investment experience and has authored more than 16 investment books.
INVEST NOWFee Disclosure
Invest For Less Than A Night At The Movies
Do You Have the Time to
Invest Well?
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 NOWInvestment Features
Maximize Gains with
Passive Investing
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.
Learn More
Tax Aware
Asset Allocation
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.
Learn More
No Commission
Fees
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.
Learn More
Diversified
Portfolio
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.
Lower Taxes with
Tax-Loss Harvesting
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.
Learn More
Hassle Free
Investing
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.
Investment Features
-
Maximize Gains with Passive Investing
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.
Learn More -
Tax Aware Asset Allocation
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.
Learn More -
No Commission Fees
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.
Learn More -
Diversified Portfolio
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. -
Lower Taxes with Tax-Loss Harvesting
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.
Learn More -
Hassle Free Investing
We automatically invest your money given your risk score and academically proven approaches like the Modern Portfolio Theory. We then monitor and rebalance this portfolio automatically. You just get a great investment - with no hassle and no work.
Wealthfront in the News
… 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?
