Fee Only Investment Advisor Sales Taxes 
Darrow Wealth Management
NOVEMBER 17, 2022
In November 2022, proponents of the Massachusetts ‘millionaires’ tax (question 1) won their bid to nearly double the income tax rate on individuals with taxable income over $1M a year. As proposed, the new legislation would increase these tax rates to 9% and perhaps even 16% , respectively, starting in 2023.
Sara Grillo
OCTOBER 21, 2022
RIA firm – a Registered Investment Advisor firm registered with either the SEC or state regulators. An RIA firm’s financial advisors must follow the fiduciary standard which is believed to be the highest standard of care in the industry. Fee-only advisors are bound to the fiduciary standard.
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Walkner Condon Financial Advisors
MARCH 15, 2023
With the advent of fractional shares available at some custodians , improved software for tax efficient implementation, and competition driving prices lower, the perfect storm for direct indexing appears to be now. Higher Net Fees….Better Better After-Tax Result? So why do we list “lower net fees” as an advantage?
Carson Wealth
AUGUST 28, 2022
Financial advisors’ business models usually fall into one of the following five categories. Each business model makes money differently, and in turn pays financial advisors differently: . Investment advisor representatives of a larger investment advisory firm . Investment Advisor Representatives .
Inside Information
JULY 31, 2022
If you’re as old as Methuselah, like I am, you might remember a pivotal moment in the evolution of the planning profession, when Forbes magazine noticed that brokers, life insurance and tax shelter salespeople were starting to call themselves ‘financial planners.’ Yes, there are regulatory requirements to register as an investment advisor.
WiserAdvisor
MAY 31, 2022
The objective is to thoroughly understand the background of the broker or investment advisor from whom you intend to buy a product or engage in a business. Also, be careful about giving your financial documents like tax certificates, government identity cards, etc. on social media. It could be a red flag.
Sara Grillo
NOVEMBER 14, 2022
Yet the investment and insurance communities seem to be on two different sides of the fence when it comes to a solution. Fee only advisors can now purchase annuities for their clients without having to be licensed agents. With annuities now being able to be offered in 401k plans, the playing field has changed.
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