For most of your clients, do you save or defer more in taxes than you charge in advisory fees? Can you document this? The answer is yes for firms that use Smartleaf. Smartleaf’s 2024 Taxes Saved numbers are in! Last year, clients of Smartleaf users saved or deferred an average of 2.13% of portfolio value in taxes. Click the image below to read the full report:
Managing Director of Product at J.P. Morgan Asset Management
2wGreat question!