Let's get to know you.
Let's get to know you.

What are you looking for in a financial advisor?

Select all that apply

Great! At Wealthfront, we’ll create a diversified portfolio of 7 or 8 asset classes based on your answers to this questionnaire.
So do we! That's why Wealthfront offers our Continuous Tax-Loss Harvesting service ($100K minimum account required) in an attempt to reduce your investment and overall taxes.
Fantastic! We’ve designed Wealthfront as a hassle-free service. Once you open your account, we’ll handle the details of investing, rebalancing, and more for you.
At Wealthfront, we believe the best way to match market performance is to make sure you pay low fees for your investments and minimize your taxes. Our fees are some of the lowest in the industry (at 0.25% of invested assets above $10,000 - that’s under $20 per month for a $100,000 portfolio) and with our Tax-Optimized Asset Allocation and Tax-Loss Harvesting, we work hard to minimize your taxes.

What is your current age?

years

What is your annual after-tax income?

$

What is the total value of your cash and liquid investments?

e.g. savings, CDs, mutual funds, IRAs, 401(k)s, public stocks

$

When deciding how to invest your money, which do you care about more?

The global stock market is often volatile. If your entire investment portfolio lost 10% of its value in a month during a market decline, what would you do?

We're finding the optimal plan for your risk profile.