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The originating advertising material was sponsored and paid for by Wealthfront Advisers LLC ("Wealthfront Advisers"). Charlie Chang and Wealthfront Advisers are not affiliated with one another and have no formal relationship outside this arrangement. Nothing in the advertising material should be construed as tax advice, an offer, recommendation, or solicitation to buy or sell any security. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance.
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BEST ROBO-ADVISOR, 2020
BEST ROBO-ADVISOR, 2019
No manual trading required.
Invest your savings and grow your long-term wealth:
Get an automated, globally diversified portfolio tailored to your risk profile.
Use our recommended portfolio or customize your own
Our Tax-Loss Harvesting strategy can cover our annual fee more than 3x over for our recommended portfolios (See assumptions below)
We'll keep your portfolio balanced and handle all the trading for you
Get $5,000 managed for free, start investing in minutes.
That’s the good thing about software.
Our Tax-Loss Harvesting strategy can lower the taxes you pay as you invest. For our average client, this typically covers our 0.25% advisory fee more than 3x over.
NO TRADING FEES, NO ACCOUNTS FEES
ONE LOW ANNUAL
TAX SAVINGS WORTH AT LEAST 3X OUR ANNUAL ADVISORY FEE
Assumptions: The Tax-Loss Harvesting yield is the average after-tax benefit, net of fees, expressed as a multiple of our annual fee. This calculation is based on the last five full calendar years for clients with a risk score of 8 for our recommended portfolios and assuming capital losses up to $3,000 with a tax rate of 25%.
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Investment advisory services are provided by Wealthfront Advisers, an SEC-registered investment adviser, and brokerage products and services are provided by Wealthfront Brokerage LLC, Member FINRA/SIPC. Wealthfront Software LLC (“Wealthfront”) offers a free software-based financial advice engine that delivers automated financial planning tools to help users achieve better outcomes.
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