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Description
Wealthfront is a robo-advisor that uses artificial intelligence to automatically manage investments with sophisticated strategies previously available only to the wealthy. AI Portfolio Management invests in diversified ETFs based on risk tolerance and time horizon. Automatic Rebalancing maintains target asset allocation. Daily Tax-Loss Harvesting minimizes taxes by selling investments at a loss and replacing them with similar ones. Direct Indexing for large accounts further optimizes taxes. Path financial planning uses Monte Carlo simulations to project the probability of reaching goals. High-Yield Cash Account with competitive rates. Stock-Level Tax-Loss Harvesting. No minimum to start a cash account, $500 for investing. Management fee of 0.25% annually, very competitive. Over $50 billion in assets. Ideal for passive investors wanting a sophisticated strategy without the effort. Excellent mobile apps. Free up to $5,000 via referrals.
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