Do projections take fees, future contributions, or future distributions into account?

Product and advisory fees for Wealthfront accounts are included in the projected account value, as are product fees for external accounts. Advisory and transaction fees for external accounts are included if that data is available from the linked brokerage account. Path projections include the value of planned savings and projected retirement spending.

For more details on our methodology, please log into your account and review the Path disclosures.