Wealthfront
Edges Betterment for balances above $100k thanks to direct indexing.
Use this page as a benchmark, not as a guaranteed quote or eligibility promise. The price, rate, fee, coverage, or feature set can change with location, customer profile, promotional timing, scope, and provider terms. Compare the current source disclosure before you buy or sign.
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Price and terms
- Typical: $0.25 AUM fee %
- Range: $0.25–$0.25
FairPrice score: 80/100
Features
- Direct indexing at $100k
- Path planning tool
- TLH
Pros
- Direct indexing unlocks meaningful TLH
- Solid planning tools
Cons
- Direct indexing complexity
- Same 0.25% drag
Best for
- high-balance
- tax-loss-harvesting
Official source · Last verified 2026-07-04