Financial Advisor/Taxes?
For the not financially savvy under 30 something who has several brokerage accounts, stock, etc and limited knowledge on capital gains taxes... advice on getting a financial advisor or a good robo advisor?
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For the not financially savvy under 30 something who has several brokerage accounts, stock, etc and limited knowledge on capital gains taxes... advice on getting a financial advisor or a good robo advisor?
Why do you need several brokerage accounts? Unless it's over 500k (which probably not since you admit you're not financially saavy), consider consolidating into one so you get slightly better treatment with a larger balance (e.g. free trades with Merrill Edge or JPM You Invest) Consider throwing your money into index funds until you get financially smarter - e.g. VOO or a dividend index fund
Agreed that having multiple accounts is just a hassle. But what's the reasoning for splitting accounts past 500k?
500k is SIPC limit