- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
Have a reasonable amount of unqualified (non tax advantaged) money to invest what firms?
Posted on 7/3/25 at 2:01 pm
Posted on 7/3/25 at 2:01 pm
Need tax strategies, methods to invest better than just a mutual fund.
What companies are best?
Edward Jones
Morgan Stanley
Schwab
Regions Investor Advisors
Fidelity
LPL
So confusing when you really get into this.
What companies are best?
Edward Jones
Morgan Stanley
Schwab
Regions Investor Advisors
Fidelity
LPL
So confusing when you really get into this.
3
Posted on 7/3/25 at 2:04 pm to NAsh-vegas Tigah
None of these are really different than the other.
I use Schwab but only because they reimburse international ATM fees which saves me a ton of money.
It's really not that complicated at all.
I use Schwab but only because they reimburse international ATM fees which saves me a ton of money.
It's really not that complicated at all.
Posted on 7/3/25 at 2:14 pm to I Love Bama
My biggest concern is tax planning for gains. Loss harvesting etc….
Posted on 7/3/25 at 2:21 pm to NAsh-vegas Tigah
quote:
Have a reasonable amount
The definition of this can vary widely, what is a “reasonable amount?”
Posted on 7/3/25 at 2:26 pm to Mingo Was His NameO
Retirement money. Significant enough that it needs to grow to support retirement income needs and have a smart tax strategy.
Posted on 7/3/25 at 2:29 pm to NAsh-vegas Tigah
quote:
Retirement money. Significant enough that it needs to grow to support retirement income needs and have a smart tax strategy.
Still not enough info but based on this being your list, there’s not a lot of difference in all of those. Find an individual you trust at those firms. If you have $2MM any decent advisor can help you, if you have $10MM you may need more specialized help with a large CPA or advising firm, but you won’t give enough information to get good advice
quote:
Edward Jones
Morgan Stanley
Schwab
Regions Investor Advisors
Fidelity
LPL
Posted on 7/3/25 at 9:58 pm to Mingo Was His NameO
It is about $4MM.
Posted on 7/4/25 at 7:01 am to NAsh-vegas Tigah
The advisor is much more important than the firm. Just like an ochsner doctor one may be excellent and the next not so much If you know anyone successful ask them about their advisor. Have an intro meeting and ask questions about fees and process.
There are solutions for gains depending upon if concentrated in a few stocks or not. Most will require some cash or some capital gain budget.
There are solutions for gains depending upon if concentrated in a few stocks or not. Most will require some cash or some capital gain budget.
Page 1 of 1
Popular
Back to top
Follow TigerDroppings for LSU Football News