Irvine Wealth Management Services
Wealth managers may charge a percentage or per-hour rate for this service. Others accept flat yearly fees; clients can expect to pay around $4,500 on average. If you select a firm that charges a percentage, the exact cost will differ depending on the total value of the money and financial assets it manages for you.
When you're looking for professional wealth management, Irvine offers several appealing options. The Southern California city is home to a number of experienced managers. Some specialize in certain areas, such as preparing for retirement or reducing tax obligations. SmartAsset offers further details about specific firms in this locale.
Tax Info: Dividend Taxes - Capital Gains - Lottery Taxes
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