Wealthfront reports that a 4.5% harvesting yield is slightly lower than the cross-vintage average realized experience of clients with risk score 8.0 taxable portfolios, which is the most commonly selected risk score among Wealthfront clients.

Authors

• Person: Not available Organization: Wealthfront
  Wealthfront Tax-Loss Harvesting - Methodology

Sources

• Wealthfront Tax-Loss Harvesting - Methodology research.wealthfront.com Wealthfront via serper

Referenced by nodes (1)

• Wealthfront entity