Wealthfront Invest / Robo-advisor Low-cost Diverse Investments

Wealthfront Invest is a robo-advisor with automated investment management and provides holistic financial advice. The entire management program is based on the Modern Portfolio Theory (MPT). Their philosophy is rooted in passive investing, which means we’ll build you a globally diversified portfolio of low-cost index funds.

Wealthfront Invest Account Types

Invest for retirement

Traditional IRA, Roth IRA, SEP IRA, 401(k) Rollover

Invest for education

529 College Savings

Invest for everything else

Individual, Joint, Trust

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Additional information

Account Types	401(k) Rollover, 529 Plan, Individual (taxable), Joint (taxable), Roth IRA, SEP IRA, Traditional IRA, Trust Account
Investing Type	Automated Investing
Key Features	Automatic Deposits, Automatic Rebalancing, Financial Planning, Retirement Planning, Tax Loss Harvesting
Minimum Deposit	$500
Investments Available	Bond ETFs, ETFs, Stock ETFs
Investment Portfolio	Modern Portfolio Theory (MPT)
Fees	0.25%/yr Management Fee, No Minimum Fees, No Trading Fees

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Wealthfront Invest / Robo-advisor and Low-cost Diverse Investments

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