FA
First Advantage Corporation Common Stock
stock NASDAQ

Tbh a FA is very rarely necessary and you can do most of this yourself
Check out Bogleheads and keep things simple.
VT or VTI/VXUS (which is VT but broken into US and International and you can control the split. Market weight is 63/37 which is what VT roughly is. You can go anywhere from 60/40 to 90/10)

Nice lot for sale
https://imgur.com/a/VzYBGYa
Just as the title says \[WTS\] 2×1/10 AGE +3 ounces of silver just over spot
Two FA enabled no absolutely never share my password with anyone ever for any reason I’m not stupid
2X 1/10 AGE
One Queen’s beast unicorn 2 oz
One Perth lunar rooster 1 oz
$1030 shipped priority mail
Venmo Preferred

This is better indicator than FA, TA and onchain together, lol

Honestly, I handled my portfolio for some years and burnt my fingers then left it. Now a FA handles it and does a good job. I agree, compiling all the paperwork gives me shivers too. Good thing my children have taken on the responsibility now. You need a CA who handles intl investors, they know what they are doing. I did get a notice a few years ago, but the CA handled it.

I've had several with Schwab. Current one is laid back and helpful when addressed, not pushy. Previous one was much younger and pushier, trying for years to get me into a covered call strategy that would have been unsuitable.
I agree with others that said think of them as a Schwab consultant. They're not going to assume the same duties or responsibilities as a full-service FA, but they'll help you navigate some things within Schwab if you ask.

Hello, wow ! 21% across such long time is not an average thing to do, some serious skills there.
I get butterflies and shivering , whenever I think of that bloody Tax filing year end month man. They made it so difficult for international investors, some CA's themselves don't know how to fill that stupid schedule FA form lol I can totally feel your pain.
I am not related to Taxation but i devoted few hundreds of hours in learning about it, also studied MBA finance, so that base helps a bit too.

Ab wann das FA über der 2k Grenze auf dich aufmerksam wird Steht dirket am Anfang: Ab 2000€ pro Platform und jahr - dann Erfolg die Meldung und dann bekommst du Post. Weiter unten erfährst du noch, das bei mehr als 30 Artikeln auch eine Meldung erfolgt.
Verstehe nicht, was daran uneindeutig ist. Ab da ist ja nix neues - § 23 EStG, Private Veräußerungsgeschäfte hat sich im Prinzip seit 20 Jahren wenig verändert, bis auf Abgeltungssteuer für wertpapiere und ide Freigrenze, was hier nicht relevant ist.
Ich sehe da eigentlich wenigs was unklar sein könnte wenn man mal eine halbe stunde zu recherchiert. Neu ist ja nix an der Steuerpflicht, neu ist ja nur, das man jetzt Leichter erwischt wird. Wo tappst du denn im Dunklen?

Hatte ich auch mal, dann wollte das FA Vorauszahlungen. War uns zu blöd, jetzt bekommt der Staat wieder zinsloses Darlehen mit 4/4. Es gibt da Grenzen und Faktoren, habe ich mir aber nicht näher angeschaut.

GIPR in at .55...not FA ..due your own DD..do not follow me

I spoke to my FA and broached the subject about tax loss harvesting. I already have a taxable brokerage but wanted to automate this process so she suggested a Fidfolio which has the lower minimum compared to a typical separately managed account which is several fold higher, namely because I don’t have that kind of money.
But if a Fidfolio and direct indexing is for the expressed purpose of tax loss harvesting, I just don’t see how even at 5-10k dollars you could harvest those kinds of losses for tax purposes. Don’t you need orders of magnitude higher investments to harvest enough? So usually SMAs make sense.
What is a FidFolio good for other than generating 0.4% fees, several fold higher cost than index funds and ETFs

Are you kidding when genuine tax payers are harrassed in the name of black money
RSU vested tax paid but employees are not aware of any rsu as foreign assets, IT dept sent notice JUST TO FILL A FORM with out any tax liability penalty 1lakh
Question is how IT dept processed the ITR without those FA filling
Policy is a joke those hard earning citizens
Modi squeezing tax payers to their 💀

Die einschlägigen Online Marktplätze (hier vermutlich Cardmarket) melden das Überschreiten der Grenze an das FA.

Tbh a FA is very rarely necessary and you can do most of this yourself
Check out Bogleheads and keep things simple.
VT or VTI/VXUS (which is VT but broken into US and International and you can control the split. Market weight is 63/37 which is what VT roughly is. You can go anywhere from 60/40 to 90/10)

Nice lot for sale
https://imgur.com/a/VzYBGYa
Just as the title says \[WTS\] 2×1/10 AGE +3 ounces of silver just over spot
Two FA enabled no absolutely never share my password with anyone ever for any reason I’m not stupid
2X 1/10 AGE
One Queen’s beast unicorn 2 oz
One Perth lunar rooster 1 oz
$1030 shipped priority mail
Venmo Preferred

This is better indicator than FA, TA and onchain together, lol

Honestly, I handled my portfolio for some years and burnt my fingers then left it. Now a FA handles it and does a good job. I agree, compiling all the paperwork gives me shivers too. Good thing my children have taken on the responsibility now. You need a CA who handles intl investors, they know what they are doing. I did get a notice a few years ago, but the CA handled it.

I've had several with Schwab. Current one is laid back and helpful when addressed, not pushy. Previous one was much younger and pushier, trying for years to get me into a covered call strategy that would have been unsuitable.
I agree with others that said think of them as a Schwab consultant. They're not going to assume the same duties or responsibilities as a full-service FA, but they'll help you navigate some things within Schwab if you ask.

Hello, wow ! 21% across such long time is not an average thing to do, some serious skills there.
I get butterflies and shivering , whenever I think of that bloody Tax filing year end month man. They made it so difficult for international investors, some CA's themselves don't know how to fill that stupid schedule FA form lol I can totally feel your pain.
I am not related to Taxation but i devoted few hundreds of hours in learning about it, also studied MBA finance, so that base helps a bit too.

Ab wann das FA über der 2k Grenze auf dich aufmerksam wird Steht dirket am Anfang: Ab 2000€ pro Platform und jahr - dann Erfolg die Meldung und dann bekommst du Post. Weiter unten erfährst du noch, das bei mehr als 30 Artikeln auch eine Meldung erfolgt.
Verstehe nicht, was daran uneindeutig ist. Ab da ist ja nix neues - § 23 EStG, Private Veräußerungsgeschäfte hat sich im Prinzip seit 20 Jahren wenig verändert, bis auf Abgeltungssteuer für wertpapiere und ide Freigrenze, was hier nicht relevant ist.
Ich sehe da eigentlich wenigs was unklar sein könnte wenn man mal eine halbe stunde zu recherchiert. Neu ist ja nix an der Steuerpflicht, neu ist ja nur, das man jetzt Leichter erwischt wird. Wo tappst du denn im Dunklen?

Hatte ich auch mal, dann wollte das FA Vorauszahlungen. War uns zu blöd, jetzt bekommt der Staat wieder zinsloses Darlehen mit 4/4. Es gibt da Grenzen und Faktoren, habe ich mir aber nicht näher angeschaut.