The Wealthfront 529 College Savings Plan is an advisor-sold plan sponsored by the State of Nevada with Ascensus Broker Dealer Services, Inc. serving as program manager. Wealthfront is a completely online platform serving as an automated investment adviser. Wealthfront conducts a risk assessment for each account owner and, in combination with the beneficiary's expected enrollment date, allocates its participants to one of twenty custom portfolios. These portfolios may be allocated among up to nine mutual funds and ETFs from BlackRock iShares and Vanguard.
- Program typeSavings
- Inception2016
- State agencyBoard of Trustees of the College Savings Plans of Nevada, Nevada State Treasurer
- Tax deduction
- Program ManagerAscensus College Savings
- Program distributorWealthfront Brokerage LLC
Investment Options
Investors in Wealthfront 529 College Savings Plan can select from the following investment options. Click on a portfolio name for more information.
Sometimes referred to as the enrollment-based option, this is an investment approach where your asset allocation is programmed to change over time. Accounts for young beneficiaries are invested aggressively and accounts for beneficiaries with college right around the corner are invested much more conservatively. In some 529 plans, the age-based option operates by automatically transferring your investment from one static portfolio to another at certain points in time. Others utilize lifecycle funds or employ lifecycle-type tactics within the portfolio containing your investment so that it is not necessary to transfer your investment between portfolios.
| Portfolio | E.R. | % Equity | 1YR Performance |
|---|---|---|---|
| Glide Path 100 | 0.45% | N/A | N/A |
| Glide Path 95 | 0.45% | N/A | N/A |
| Glide Path 90 | 0.45% | N/A | N/A |
| Glide Path 85 | 0.45% | N/A | N/A |
| Glide Path 80 | 0.45% | N/A | N/A |
| Glide Path 75 | 0.45% | N/A | N/A |
| Glide Path 70 | 0.45% | N/A | N/A |
| Glide Path 65 | 0.45% | N/A | N/A |
| Glide Path 60 | 0.45% | N/A | N/A |
| Glide Path 55 | 0.45% | N/A | N/A |
| Glide Path 50 | 0.45% | N/A | N/A |
| Glide Path 45 | 0.45% | N/A | N/A |
| Glide Path 40 | 0.45% | N/A | N/A |
| Glide Path 35 | 0.45% | N/A | N/A |
| Glide Path 30 | 0.45% | N/A | N/A |
| Glide Path 25 | 0.45% | N/A | N/A |
| Glide Path 20 | 0.45% | N/A | N/A |
| Glide Path 15 | 0.45% | N/A | N/A |
| Glide Path 10 | 0.46% | N/A | N/A |
| Glide Path 5 | 0.46% | N/A | N/A |
