Wealthfront Logo

Some things you pay for.
The best things pay for themselves.

Our advisory fee is simple, just 0.25% annually. Not only do you get the luxury of effortless investing, but thanks to our tax-saving software, it can pay for itself, and then some.

Our fee✨ Your ever-growing wealth✨
See how little it would cost to invest
$15,000
Annual advisory fee
Your monthly cost
0.25%
$3.18

$3.18? You'd pay more to cut a spare key for your new boo 💕

robot
robot
robot
Hire robots, save money.
It's that simple.
Wealthfront app iconWealthfront
now
We saved you $78.11 on your taxes with Tax-Loss Harvesting.
Our robots — that is, our software — never stop looking for ways to help you maximize returns and lower your taxes. Our Tax-Loss Harvesting strategy can typically cover our annual fee more than 6x over, for clients using the Classic recommended portfolio. That’s like 1.8% on top of your return every year.
And not just money.
Save your tired eyeballs, too.
Wealthfront app iconWealthfront
now
We automatically invested your $500 deposit and re-balanced your portfolio.
Time is money. And by letting software make the trades — and rebalancing and reinvesting your portfolio — we’ll unglue you from the time-suck that’s your screen. That frees you to see what you want to see, like how much value we can add to your bottom line. While you do nothing.
robot
robot
Built by our experts.
Managed by our software.
Classic PortfolioManage all time estimated taxes saved1.7% today3M6M1Y3Y5YALL2021Transfer moneyUS Stocks44% current44% target
Automatic trades
Our software does all the trading for you to help you maximize returns.
Expert-built portfolios
Our recommended portfolios are built by financial experts and personalized to your risk profile.
paint brush
Fully customizable
Adjust your allocations and edit your portfolio with hundreds of funds to choose from.
tag
Tax-Loss Harvesting
We find opportunities to turn market dips into tax savings, to help boost your after-tax returns.
cube
Automatic rebalancing
We’ll balance your funds as the market moves to keep you in line with your investment targets.
celebration
Delightfully easy
Track your progress, see your net worth and link all your accounts in our easy-to-use app.
accent-window
Save on taxes and watch the fee disappear.*
up-arrow
average boost in after-tax returns from Tax-Loss Harvesting savings
*
Classic portfolio clients whose fees were covered by tax savings
Start investing

The annual advisory fee calculation presented above utilizes a 31 day calendar month. Each month you are charged an advisory fee equal to 1/365 (1/366 on a leap year) of the annual rate multiplied by the net market value of your invested assets as of the close of markets for each day in the month.

All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Wealthfront Advisers or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Please see our Full Disclosure for important details.

The effectiveness of the Tax-Loss Harvesting strategy to reduce the tax liability of the client will depend on the client’s entire tax and investment profile, including purchases and dispositions in a client’s (or client’s spouse’s) accounts outside of Wealthfront Advisers and type of investments (e.g., taxable or nontaxable) or holding period (e.g., short- term or long-term).Tax loss harvesting may generate a higher number of trades due to attempts to capture losses. There is a chance that trading attributed to tax loss harvesting may create capital gains and wash sales and could be subject to higher transaction costs and market impacts. In addition, tax loss harvesting strategies may produce losses, which may not be offset by sufficient gains in the account and may be limited to a $3,000 deduction against income. The utilization of losses harvested through the strategy will depend upon the recognition of capital gains in the same or a future tax period, and in addition may be subject to limitations under applicable tax laws, e.g., if there are insufficient realized gains in the tax period, the use of harvested losses may be limited to a $3,000 deduction against income and distributions. Losses harvested through the strategy that are not utilized in the tax period when recognized (e.g., because of insufficient capital gains and/or significant capital loss carryforwards), generally may be carried forward to offset future capital gains, if any.

By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Wealthfront Advisers relies on information from various sources believed to be reliable, including clients and third parties, but cannot guarantee the accuracy and completeness of that information.

Investment management and advisory services--which are not FDIC insured--are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser, and financial planning tools are provided by Wealthfront Software LLC (“Wealthfront”). Brokerage products and services are offered by Wealthfront Brokerage LLC, member FINRA / SIPC.

Wealthfront, Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.

Copyright 2021 Wealthfront Corporation. All rights reserved.