Nerd's Eye View

JULY 11, 2023

Thor is the Owner of McIlrath & Eck, an independent RIA based in Arlington, Washington, that oversees more than $610 million in assets under management for 970 client households. My guest on today's podcast is Thor McIlrath.

Clients 189

Clients CFP Financial Advisor Education 189

Carson Wealth

APRIL 18, 2023

The deal will provide the firm with enhanced capabilities to better serve clients and grow its wealth management practice, which currently has $400 million in assets under management, and serves more than 250 families in 30 states. Over the last four decades, those same principles have been the driving force of the firm’s growth.

Wealth Management 80

Wealth Management CFP Professional Services Clients 80

Darrow Wealth Management

NOVEMBER 5, 2024

Shares must be exchanged for money, property (other than stock), or compensation for services performed for the issuing corporation. At any time before and right after issuance, the company’s aggregate gross assets were less than or equal to $50 million ¹. Hold the stock for at least five years. However, this route can be challenging.

Taxes 71

Taxes Wealth Management Tax Planning Assets 71