Wealthfront Strategies LLC
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Overview
Wealthfront Strategies LLC operates as a financial advisory company based in Palo Alto, California. The company manages $1.2 billion in assets under management throughout one customer account, placing it among the larger financial advisory firms in the United States by assets under management (AUM). The company has a small team, including 4 financial advisors. Wealthfront Strategies LLC is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets such as bonds, equities and options.
Wealthfront Strategies LLC administers all of the company's accounts on a discretionary basis. Discretionary management means that a portfolio manager has the discretion to make transaction choices without needing to seek client permission. The investment advisory firm's typical account size is $1.2 billion. The typical advisor at Wealthfront Strategies LLC manages fewer than one client account, placing it among the most personalized advisor firms in the country.
Wealthfront Strategies LLC's main office is located at 261 Hamilton Ave., Palo Alto, California 94301. Wealthfront Strategies LLC is legally registered to provide services to customers across a few states, including California and Nebraska.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Wealthfront Strategies LLC by the Numbers
$1.2 billion
7
1
$1.2 billion
Fee Structure
Fees charged by financial advisors usually are based on which services the firm provides the client. However, fees billed by the firm typically consist of the following fee type: asset-based. Wealthfront Strategies LLC does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to investment companies. Wealthfront Strategies LLC's biggest client type is investment companies. None of the firm's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Wealthfront Strategies LLC does not have any disclosures.
Please visit its Form ADV for more details.
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