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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.

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Wealthfront and its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisor. Financial advisory and planning services are only provided to investors who become clients by way of a written agreement. All investing involves risk, including the possible loss of money you invest. Past performance does not guarantee future performance.