Articles by Elliot Shmukler

Bringing Sophisticated Financial Advice to More Investors

Today, I’m proud to announce that we’re opening Wealthfront to even more investors by lowering the minimum amount required to open a Wealthfront account to just $500. Our simple and transparent pricing structure continues unchanged: We do not charge fees on the first $10,000 we manage on your behalf and then only charge 0.25% annually on

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Introducing the Next Level of Direct Indexing: The Wealthfront 100

In December 2014, Wealthfront announced the next generation of index investing, our new Tax-Optimized Direct Indexing platform. A replacement for the US stock portion of a Wealthfront portfolio, Direct Indexing allows Wealthfront clients to participate in the US stock market not just by owning an ETF, but through direct ownership of many of the underlying US stocks.

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Introducing Tax-Minimized Brokerage Account Transfers

Many investors would like to migrate the management of their portfolio to a low-cost automated investment service but don’t make the leap out of fear over the taxes they’ll have to pay when they liquidate their current portfolio. At Wealthfront, we’re always seeking new services that we can automate with software and deliver to the

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Why Employee Stock Options are More Valuable than Exchange-Traded Stock Options

A few years ago, as I was delivering a job offer to a candidate at my previous employer (LinkedIn), I received a question that surprised me. The candidate, smart and financially savvy, had come through the interview process convinced that LinkedIn had tremendous upside as a company, but he still wasn’t sure my offer was

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