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When you open and fund a Wealthfront Investment Account, not only will you get $5,000 managed for free, we’ll also automate your portfolio and do all the work for you. No daily trading anxiety, no all-day market watching.
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JORGE is a participant in the $5k Managed for Free Program Promotion (the “Promotion”) which is being offered by Wealthfront Advisers LLC (“Wealthfront”) to a limited number of select clients and prospective clients, subject to certain terms and conditions which may include residency restrictions. JORGE is a Wealthfront client, and this referral constitutes a testimonial regarding Wealthfront. JORGE may receive non-cash compensation for making this referral, which creates an incentive that results in a material conflict of interest. If you successfully open and fund a Wealthfront Investment Account (the “Account”) through the 'Get Started' link, Wealthfront will waive the advisory fee on $5k for both JORGE’s account and your Account, provided that Wealthfront determines that all applicable terms and conditions have been satisfied. While JORGE is a Wealthfront client, JORGE and Wealthfront Advisers are not otherwise associated with one another and have no other formal relationship outside of this arrangement. Wealthfront reserves the right to end the Promotion at any time in its sole discretion, and to declare any individual ineligible to participate in this Promotion in its sole discretion, including (but not limited to) if Wealthfront determines in its sole discretion that fraudulent activity or a violation of the terms of the Promotion has occurred.
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Best Robo-advisor, Portfolio Options, 2024 1Best Robo-advisor, IRA, 2022 1
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Classic PortfolioManage all time estimated taxes saved1.7% today3M6M1Y3Y5YALLTransfer moneyUS Stocks44% current44% target

Automated, easy investing.

Pie chartGet a diversified portfolio and avoid unnecessary risk.
X in a circleNo picking stocks, no manual trades.
party popperWe keep your portfolio balanced and handle all of the buying and selling for you.
2 arrows, one going left, one going rightTime-tested investing strategies designed by financial experts.
PersonWe’ll automatically allocate every dollar, reinvest dividends, and help lower your taxes.
LeavesCustomize your own portfolio and invest in socially-responsible funds.

Investing so wonderful,
it finds something good in taxes.

Not only do we charge no account and no trading fees, our Tax-Loss Harvesting can reduce the taxes you pay. In fact, the savings for most clients in recommended portfolios cover our 0.25% advisory fee more than 4.7 times.
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$0
trading fee
0.25%
low annual advisory fee
96%
clients whose fees have been paid for with saved taxes
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