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How much does Selling Plan cost?

Note: Wealthfront is no longer accepting new Selling Plan clients. However, we will keep these articles online for clients with existing plans.

Zero. We help you create a selling plan for your concentrated stock, transfer your shares to Wealthfront, and execute the plan with no advisory fee or trading commission whatsoever.

If you then choose to invest sales proceeds with Wealthfront, we charge our standard 0.25% annual advisory fee.

Nothing in this blog should be construed as tax advice, a solicitation or offer, or recommendation, to buy or sell any security. Financial advisory services are only provided to investors who become Wealthfront Inc. clients pursuant to a written agreement, which investors are urged to read carefully, that is available at www.wealthfront.com. All securities involve risk and may result in some loss. For more information please visit www.wealthfront.com or see our Full Disclosure. While the data Wealthfront uses from third parties is believed to be reliable, Wealthfront does not guarantee the accuracy of the information.

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