A robo-advisor with automated investment management and providing holistic financial advice. The entire management program is based on the Modern Portfolio Theory (MPT). With their automated investing services, you can have individual and joint non-retirement accounts, Roth, traditional, SEP, and rollover IRAs, trusts, and 529 Plans.
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Low-cost Diverse Investments for Retirement / Wealthfront Invest
- Invest for retirement – traditional IRA, Roth IRA, SEP IRA, 401(k) Rollover
- Rooted in passive investing means a globally diversified portfolio of low-cost index funds
- Software executes trades strategically to lower your tax obligation and adjusts your portfolio to ensure it stays balanced
- Fees – low advisory fee, low fund fees, no trading commissions, withdrawal fees, minimum fees, or transfer fee