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

  • Wealthfront Invest is a robo-advisor with automated investment management and provides holistic financial advice 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.
  • Fees – low advisory fee, low fund fees, no trading commissions, withdrawal fees, minimum fees, or transfer fee.
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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

Learn more Wealthfront FAQ

Additional information

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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