WE HELP YOU
Mitigate Your Taxes
What you earn matters. What you keep matters more.
Taxes are one of the largest expenses many successful people will ever face.
And yet, too often, tax planning happens once a year—after the decisions that created the tax bill have already been made.
At Old Drake, we believe tax mitigation should be an ongoing part of your wealth strategy, not a once-a-year conversation with your accountant.
We look for opportunities before they become tax bills.
With your permission, we collaborate with your tax professionals to understand your complete financial picture and identify opportunities to potentially reduce unnecessary tax drag.
That may include looking carefully at:
Asset allocation
Asset location
Account registration
Security selection
Capital gains
Tax-loss harvesting
Concentrated positions
Business interests
Real estate
Charitable strategies
The timing of income and investment decisions
The goal isn't simply to find a deduction.
It's to make smarter decisions about your wealth before the tax consequences are locked in.
Tax mitigation requires looking at the whole picture.
A portfolio can look successful on paper while still creating unnecessary tax costs.
We believe your investment strategy and your tax strategy should work together—not operate in separate silos.
That's why we collaborate with you and, when appropriate, your tax professionals to help ensure your investment decisions are made with the potential tax consequences in mind.
Because the difference between making money and keeping money can be substantial.
Your goal shouldn't be to pay more in taxes than necessary.
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We have no minimum portfolio size. We serve clients from $500K to $25 million plus.
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We earn a modest FLAT FIXED FEE capped at $5,000/year…paid quarterly at $1,250/quarter. The first quarter is FREE, no charge to YOU our client. Our fees are totally transparent and a fraction of both the typical financial advisor and the value we provide. This is the first area where we can typically reduce our clients’ fees.
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Yes! We are so confident in the added value we can bring YOU that we wave our first quarterly fee so we can start COLLABORATING together now at no charge to YOU. The sooner we start working with you, the sooner we can be building the imperative bond of trust that comes from collaborating as a team.