Wealthfront does not charge an advisory fee on the first $10,000 of assets under management. On amounts over $10,000, we charge a monthly advisory fee based on an annual fee rate of 0.25%.
As an example, an account with an average monthly balance of $100K with our standard $10K managed for free will have a monthly advisory fee of $18.49. Assuming 30 days in the month and 365 days in the year, the math is as follows: $90,000 * .0025 * (30/365).
The only other fee you incur is the very low fee embedded in the cost of the ETFs you will own that averages 0.08%.
Wealthfront 529 account fees are slightly different. You can view our 529 fee details here.
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.