Broker Check

Tax Free Income

CIientFirst Wealth Management provides low-cost, customized tax-free municipal bonds portfolios.  ClientFirst founder Ed Mahaffy has over three decades experience managing municipal bond portfolios.  He has written articles as well as a book covering fixed-income markets.  Ed was interviewed by Wall Street Journal three times in 2020 alone. 

Income from bonds issued by other states and municipalities are typically subject to Arkansas state income tax for Arkansas residents; whereas, Arkansas tax-free municipal bonds are free from both federal as well as Arkansas state income taxation. If you are an Arkansas resident, you may be particularly interested in the All-Arkansas portfolio featuring tax-free bonds issued by various municipalities around the state of Arkansas that you will surely recognize. 

Your customized portfolio features monthly income free of federal as well as state income taxation.  Additionally, separately-managed accounts of Arkansas municipal bonds are designed to meet your individual needs--bonds with stated final maturities that guaranty return of principal, unlike bond funds.

Our management fees are very competitive compared to bond funds or other separate account managers in the fixed-income arena. Most financial advisors typically charge a blended rate for the management of your entire portfolio. This can lead to inflated fees for fixed-income management, which should be considerably lower than fees charged for managing individual equities.  At ClientFirst, you work directly with your portfolio manager. There is no need to pay financial advisor fees on top of investment management fees.  

ClientFirst's management fees vary depending upon your individual needs as well as the value of your account. You will be amazed at how much you can save by working directly with your fixed-income manager.

ClientFirst provides over three decades of experience of managing Arkansas tax-free municipal bonds for individuals, trusts, as well as Arkansas financial institutions.  ClientFirst manages over $150,000,000 for Arkansans. We are an independent fee-only registered investment advisor and fiduciary. We do not accept commissions or any form of third-party payments. Client fees are our sole source of income.