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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.

Nothing in this blog should be construed as tax advice, a solicitation or offer, or recommendation, to buy or sell any security. Financial advisory services are only provided to investors who become Wealthfront Inc. clients pursuant to a written agreement, which investors are urged to read carefully, that is available at www.wealthfront.com. All securities involve risk and may result in some loss. For more information please visit www.wealthfront.com or see our Full Disclosure. While the data Wealthfront uses from third parties is believed to be reliable, Wealthfront does not guarantee the accuracy of the information.

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