We like to point to three major ways we're focused on the customer: We're a fiduciary—we are required to act in your best interest and we're required to disclose any potential conflict of interest. For instance, WealthFront does not have or recommend any WealthFront-created funds for its client portfolios Our platform combines powerful technology with personalized advice developed by our passionate team of experts. When you have questions, our Customer Support team is ready to help you out.
Our team of investing experts make decisions about our portfolio strategies and fund selection with the help of an external committee of economists, PhDs, and industry experts. More than just a portfolio management team, our experts work to develop improvements to our Tax Smart technology and other advanced strategies.
No. Since WealthFront does not lend out money, the only check we do is an identification (ID) verification as required by law. We do not pull your credit score or act in any way which would impact your credit rating.
No, you cannot invest in an individual stock or fund at WealthFront. We aim to invest in a globally-diversified portfolio (which includes over 5,000 companies) made up of low-cost and liquid ETFs. The portfolio was chosen to help provide optimal returns at every level of risk, and is rebalanced as the market fluctuates and as you grow closer to your goal’s end date, if you have a time horizon set. We believe in passive investing.
WealthFront runs on a web app which can be accessed from any internet enabled device.
WealthFront is a smart money manager and the largest independent online financial advisor that serves one purpose: to help you make the most of your money. WealthFront helps you manage your money through cash management, guided investing, and retirement planning. We are a fiduciary, which means we act in your best interest. We'll ask a bit about you when you sign up.
Traditionally, people have manually managed their money and investments, which can be a very time consuming and painful process, or they've paid very costly fees to have access to financial advisors and advanced investment strategies. You may be a first-time investor just starting out, a seasoned investor wondering if you could be doing better, or a retiree thinking about ways to make your nest egg last.
Our team is here to support you, whether you're facing a technical problem, making a complicated financial move, or looking for personalized guidance from a professional. When you have a question that warrants personal advice, we have a team of CERTIFIED FINANCIAL PLANNERS™ to support you with one-on-one advice, either in a one-time package or with continuous support in our Premium plan.
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