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Dark Horse Wealth

Dark Horse Wealth

Fee-Only Advice Cazenovia, NY

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Account Type Info

Individual Accounts

IRA

Roth IRA

  • IRS.gov ROTH IRA Overview & Table of Contents
  • IRS.gov 2013 Contribution limits – Contribution limit for 2013 will generally be the lesser of $6,500 or your taxable compensation for the year.
  • Who Can Contribute

Retirement Plan Accounts

401(k)

SIMPLE IRA

SEP IRA

Mission Statement

Dark Horse Wealth seeks to help its clients learn basics of the investment planning process so together we can built a customized but also a understandable investment strategy.

A Independent Fiduciary

We make money with our clients rather than selling them products to make money off our clients. As a fiduciary we are obligated to put our clients interest first. We are not affiliated, owned or compensated by the financial industry. We do not work on a commission basis. Our clients pay us directly.

Sensible & Transparant Fees

In our opinion sensible advisory fees should total 1%  or less, and therefore the maximum fee paid to us is 1%. Transparency is achieved by directly invoicing our clients so they are aware of exactly how much they paid their advisor for their services and also by lowering commission payments to brokers and brokerages as much as “reasonably” possible.

Tweets of Interest

Tweets by @DarkHorseWealth
  • Retirement Plan Services
  • DHW “Check Up”
  • Individual
  • Retirement Plans
© Themeisle; Image and icon credits: Caz Lake Image (Flickr, Doug Kerr), audiobook by Piotrek Chuchla from the Noun Project

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