Wealthfront: Robo-Investing for Millennials

Assumptions: The Tax-Loss Harvesting yield is the average after-tax benefit, net of fees, expressed as a multiple of our annual fee. This calculation is based on the last five full calendar years for clients with a risk score of 8 for clients using the Classic Recommended portfolios and assuming capital losses up to $3,000 with a tax rate of 25%.

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Investment advisory services are provided by Wealthfront Advisers, an SEC-registered investment adviser, and brokerage products and services are provided by Wealthfront Brokerage LLC, Member FINRA/SIPC. Wealthfront Software LLC (“Wealthfront”) offers a free software-based financial advice engine that delivers automated financial planning tools to help users achieve better outcomes.

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Wealthfront Advisers, Wealthfront Brokerage and Wealthfront are wholly owned subsidiaries of Wealthfront Corporation.

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Investing

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automated.

No manual trading required.