Lamoille County, VT Financial Advisors and Resources



Financial Advisor Firms in Lamoille County, VT


IAMS WEALTH MANAGEMENT, LLC

Website

(802) 355-6649

428 Sky Acres Dr.

Stowe, VT 5672

SEC#: 801-108875
Years in Business: 4 years


How Retirement-Friendly is Lamoille County, VT?

  • Population: 25,318
  • % of Population 62 Years and Over: 20.7%
  • Average Home Value: $222,200
  • Average Monthly Housing Cost: $1,134
  • Average Household Income: $86,436
  • Vermont Total Tax Burden: 10.75% (3rd Highest in U.S.)
  • Vermont Property Tax: 5.04% (2nd Highest in U.S.)
  • Vermont Individual Income Tax: 2.41% (22nd Highest in U.S.)
  • Vermont Sales and Excise Tax: 3.30% (25th Lowest in U.S.)


Lamoille County, VT Financial Advisor FAQs

What is your strategy? A financial advisor needs to be knowledgeable in all aspects of planning for retirement, from risk management and asset allocation to savings and insurance planning.
Choosing an advisor is different depending on what you are looking for. First, you'll need to figure out how much they charge. Then, see what expertise they have in particular areas of your portfolio. Finally, consider asking friends about their experience with that person.
Financial advisors generally get paid in two ways. These are the flat fee and the commission based fee. The flat fee is usually for managing a pension fund or advisory committee where there is no investment risk. The commission based fee is calculated as a percentage of the total invested amount.
Financial advisors provide professional advice and suggestions on ways to make financial decisions. This may include helping clients analyze retirement portfolios, savings accounts, expected income, and taxes in order to come up with the best strategies for their life stage.