Bell Investment Advisors

JUNE 16, 2022

For example, an estate planning goal of reducing your net worth may call for a lump-sum gift. But if the bulk of your money is in retirement accounts, that might not be wise from a tax perspective. Some give up to the annual gift tax exclusion amounts as holiday gifts as part of year-end tax planning.

Taxes 52

Taxes Assets Financial Planner Education 52

Harness Wealth

MAY 25, 2023

Assets Under Management (AUM) Investment advisors often charge a fee based on the percentage of assets under management. The percentage charged usually depends on the value of the assets the advisor is managing. Many financial planners will do a portfolio review and provide investment advice for an hourly fee as well.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

The Big Picture

OCTOBER 19, 2022

It was a startup. It felt like a startup. I mean, it wasn’t quite a startup. So it was really, really fun startup, very collaborative, felt like a family. And you know, we have a team that serves those advisors in the home offices of those advisors, talking about Vanguard’s product and educating about product.

Financial Advisor 277

Financial Advisor Clients Taxes Investing 277