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How do you estimate the total potential cost of issues found with my linked accounts?

We project the potential value of your account with current fees, cash allocation and without daily tax-loss harvesting. We then project the corresponding value of your account with lower fees, Daily Tax-Loss Harvesting (TLH) and/or investing excess cash. The potential cost is the difference in projected median account value before and after addressing the relevant issues on each of these dimensions. In the event that using an automated service like Wealthfront to implement Daily Tax-Loss Harvesting would increase current fees by a marginal amount, we offset that increase against the projected value of TLH.

 

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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