Offer value details
Wealthfront describes its Automated Investing Account as an automatically managed, diversified investing account that builds a portfolio from a questionnaire, rebalances over time, reinvests dividends, and offers Tax-Loss Harvesting and customization features.
Qualification requirements
Wealthfront says users choose an account type, answer a questionnaire, review the investment plan, and then fund the account. The official support pages list a $500 minimum for investment accounts and a $100 minimum for add-on deposits.
Fees and costs
Wealthfront lists a 0.25% annual advisory fee for Automated Investing Accounts, charged on assets and deducted monthly. Its fee support page says Wealthfront does not charge account-opening, withdrawal, account-closing, trading, commission, or account-transfer fees for accounts with advisory fees, while ETF and mutual fund expense ratios are still embedded costs.
Availability
The public Financial Bonuses profile is scoped to eligible U.S. comparison use. Wealthfront says investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser, and brokerage products and services are provided by Wealthfront Brokerage LLC, Member FINRA/SIPC.
What to verify
- All investing involves risk, including possible loss of money.
- Past performance does not guarantee future results.
- Securities investments are not bank deposits, are not bank guaranteed, are not FDIC insured, and may lose value.
- SIPC protection is for broker-dealer failure scenarios and does not protect against market losses.
- Tax-Loss Harvesting depends on the client's full tax and investment profile and can create wash-sale, capital-gain, market-impact, or transaction-cost considerations.
Confirm current provider terms
Rates, rewards, fees, qualification rules, eligibility, and deadlines can change. Review the provider terms before applying.