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The Tax Cuts and Jobs Act (TCJA) of 2017 put an end to the deductibility of financial advisor fees, as well as a number of other itemized deductions. As of January 2018, these fees no longer ...
Schwab has a robo-advisor with no fees and a $5,000 minimum. If you have at least $25,000 to invest, you can open an Intelligent Portfolio Premium account. There is a $300 charge to start the ...
The Tax Cuts and Jobs Act of 2017, commonly referred to as TCJA, eliminated the deductibility of financial advisor fees from 2018 through 2025. And while advisors and clients have had a few years ...
My advisor charges a 2% fee for financial advice. He does not provide tax advice. My portfolio is currently worth around $850,000. ... The post Ask an Advisor: My Advisor Charges a 2% Fee But He ...
Management fees are fees that are paid out of fund assets to the fund's investment adviser for investment portfolio management, any other management fees payable to the fund's investment adviser or its affiliates, and administrative fees payable to the investment adviser that are not included in the "Other Expenses" category (discussed below). [2]
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It does have some fees, though, such as $0.65 per contract on options and a 0.50% – 1.50% fee from dedicated advisors. Robinhood has no trading commissions or account maintenance fees and ...
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related to: webull omnibus vs webull financial advisor fees tax deductible