Wealthfront's California taxable account portfolios contain between five and seven asset classes, utilizing California municipal bonds instead of national municipal bonds to account for state-specific tax implications.

Authors

• Person: Not available Organization: Wealthfront
  Wealthfront Classic Portfolio Investment Methodology White Paper

Sources

• Wealthfront Classic Portfolio Investment Methodology White Paper research.wealthfront.com Wealthfront via serper

Referenced by nodes (3)

• Wealthfront entity
• municipal bonds concept
• California location