Karen
Shu
Wealthfront Advisers LLC
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About this Advisor
Karen Shu is a financial advisor based in Chelmsford, Massachusetts, working with Wealthfront Advisers LLC. Karen has previously held positions at Trinity College, Wealthfront, Dartmouth College, Boston College, and Friendly Dental Center. Karen has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Karen is part of Wealthfront Advisers LLC, which operates out of Chelmsford, Massachusetts. The firm has 258 employees and manages assets totaling $30.2 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Wealthfront Advisers LLC includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthfront Advisers LLC Brokerage Details
$30,247,024,321
258
500,285
$60,460
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Karen Shu Work History
Wealthfront
Trinity College
Dartmouth College
Boston College
Friendly Dental Center
Disclosures
Please visit the SEC profile of Karen Shu to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealthfront Advisers LLC
Palo Alto, CA
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Palo Alto, CA
Palo Alto, CA
Palo Alto, CA
Palo Alto, CA
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