Get the 2024 Value of an Advisor Study.

Discover how advisor value increases when tax-smart planning and investing are offered to clients.

No one likes paying taxes. We introduced tax-smart planning and investing into our Value of an Advisor formula in 2016. Why? Because taxes can take a big bite out of a portfolio.

The good news is that the impact of taxes on investment portfolios can be managed intentionally, reaping potential benefits for investors and advisors alike. 

This  annual study, now in its 11th edition, shows how managing for taxes could help improve a portfolio’s returns.

Don’t miss out on this way to further enhance your value with clients. Get the study.

Value of an Advisor study

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Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.

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