Why did Wealthfront build Selling Plan?

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

We wanted to make a sophisticated solution for concentrated stock, typically available only to executives, available to all employees of public companies – this is our mission in every product we release.

We also hope that many clients of Selling Plan end up reinvesting the bulk of their proceeds in a Wealthfront diversified portfolio, to build long-term wealth. We change our usual 0.25% annual advisory fee on these portfolios.

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Wealthfront prepared this article for informational purposes and not as an offer, recommendation, or solicitation to buy or sell any security. Wealthfront and its affiliates may rely on information from various sources we believe to be reliable (including clients and other third parties), but cannot guarantee its accuracy or completeness. See our Full Disclosure for more important information.

Wealthfront and its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisor. Financial advisory and planning services are only provided to investors who become clients by way of a written agreement. All investing involves risk, including the possible loss of money you invest. Past performance does not guarantee future performance.