Aperio Group

Investment Management, Financial Planners, Financial Planning Consultants

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(415) 339-4300Call Visit WebsiteVisit Website Map & DirectionsDirections3 Harbor DrSausalito, CA 94965 Write a ReviewWrite Review

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Regular Hours

Mon - Fri:	8:00 am - 5:00 pm

Places Near Sausalito with Investment Management

Belvedere Tiburon (4 miles)
Mill Valley (6 miles)
Corte Madera (7 miles)
Larkspur (8 miles)
Greenbrae (10 miles)
Kentfield (11 miles)
Ross (12 miles)
San Rafael (12 miles)
San Francisco (13 miles)
San Anselmo (13 miles)

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Fax: (415) 339-4301

Phone: (415) 331-3906

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AKA

Aperio Group LLC

Aperio Group Inc

Other Link

https://www.aperiogroup.com

Categories

Investment Management, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investments, Stock & Bond Brokers

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Details

Phone: (415) 339-4300

Address: 3 Harbor Dr, Sausalito, CA 94965

Website: https://www.aperiogroup.com

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Aperio Group

Tax Planning
As a recovering tax accountant, I’ve reviewed far more tax returns during my career than I care to remember. In an effort to add value as a tax advisor, I would frequently mine the tax returns of clients and prospects for tax “gold”—overlooked tax-planning nuggets glittering just below the surface...
Charitable Giving
Changes in interest rates can have a significant impact on optimal charitable giving structures. Some techniques are most effective in lower interest rate environments, while others are more compelling when rates are elevated...
Estate Taxes
Tax Services
The resources on this website are provided by Aperio (now a BlackRock, Inc., company). They are intended for informational purposes only and do not constitute financial, legal, tax or any other advice. We provide this information with the understanding that we do not guarantee its accuracy, and are not engaged in rendering legal, accounting, or tax services.
Income Tax
The benefits of loss harvesting are limited for taxpayers in the lowest brackets, especially those who pay a 0% tax rate on long-term capital gains. For very high-income taxpayers, especially those in states with high income tax rates, the tax benefits can be substantial.
Capital Gains Taxes
10 Grantor trust entities such as grantor retained annuity trusts (GRATs) seek to take advantage of the differences between definitions of a “completed gift” under the income and estate tax codes. These strategies have benefited from the recent low-interest-rate environment and longer-term bull market, and in many cases, the assets in these vehicles are highly appreciated but, unfortunately, not eligible for a step-up in basis upon the grantor’s death. Herein lies the quandary: Should the grantor instruct liquidation of the assets? If the assets remain in trust, the future capital gains tax burden would fall to the beneficiaries, which could otherwise indirectly decrease the amount of tax-free wealth transferred. Conversely, if liquidated, the grantor would be subjected to a potentially substantial capital gains bill.

Investment Management
All custodial fees and any other charges, fees, and commissions incurred in connection with transactions for an Aperio client’s account are generally paid out of the assets in the managed account and are in addition to the investment management fees Aperio charges. Notably, neither Aperio nor any of its associated persons receives any portion of the third-party fees. Investors should consider all fees that may be charged to their account and also understand that lower fees for comparable services may be available from other investment advisory firms.
Mutual Funds
Different costs are associated with different types of securities, and investors may be responsible for paying fees separate and distinct from those paid to Aperio to invest in such securities. Importantly, the fees Aperio charges do not include certain fees and charges third parties impose such as custodial fees, mutual fund fees and expenses, and additional fees wrap sponsors assess. An Aperio client’s assets also can be subject to asset-based transaction fees, brokerage fees and commissions, retirement plan administration fees (if applicable), deferred sales charges on mutual funds, 12b-1 fees, odd-lot differentials, transfer taxes, wire transfer and electronic fund fees, and other fees and taxes on custodial accounts and securities transactions. For mutual fund and exchange-traded fund (ETF) investments, investors are charged internal management fees, distribution fees, and other expenses, which are described in each fund’s prospectus.
Bonds
Wealth Management
Prior to joining Aperio, I worked for a private wealth management team at Morgan Stanley. During my time there, I focused on business development and marketing for our team, as well as providing client service to our ultra-high-net-worth clientele.

Accounting Services

Financial Planning
I am a member of the CFA Institute, the CFA Society Boston, the Financial Planning Association, and the Business Associates Club of Boston.
Asset Management
Investing involves risk, including possible loss of principal. Asset allocation and diversification may not protect against market risk, loss of principal or volatility of returns. There is no guarantee that any investment strategy discussed herein will work under all market conditions. Many factors affect performance, including changes in market conditions and interest rates, as well as other economic, political, or financial developments.

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