Irvine Wealth Management Services

Should you use a wealth management service? If you have considerable amounts of money that you don't need for immediate expenses, it might benefit you. A financial advisor can help you find the best places to put these funds while planning ahead for your next tax return, changing economic conditions and retirement.

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.

Quick Facts

  • Median per-capita income in Irvine, CA is about $48,200, above the U.S. and California averages.
  • Wealth managers handle stocks, bonds, 401(k) accounts, mutual funds and other financial assets.
  • Irvine has at least 30 wealth management firms, giving locals a wide range of options to consider.

Tax Info: Dividend Taxes - Capital Gains - Lottery Taxes
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