Optimizing for Tax
We believe tax is the single greatest area a wealth manager can add value.
Portfolio Tax Management
- Avoid wash sales
- Maximize QDI portion of income
- Seek to avoid net short-term gains
- Seek to avoid net gains
- Tax loss harvesting
- Monitor for gifting opportunities
Tax Planning
- Asset location planning
- Distribution scheduling
- Roth conversion analysis
- Charitable considerations
- DAF, etc.
- Estate considerations
Fees: 0.95% on assets up to $2m, 0.50% between $2-8m, and 0.25% thereafter.*
Unlike most advisory practices we don't outsource our direct indexing portfolio work removing a layer of fees and complexity.
