Help Your Clients Keep More of What They Earn

AssetMark’s Tax Management Services (TMS) makes tax management a straightforward and seamless process for you and your clients.

Why Choose TMS?

A Game-Changer For Your Clients

Research shows that proactive tax management may significantly improve after-tax returns by more than 1%.¹ And the majority of investors (62%) say they want tax-efficient investment strategies from their advisor.²

With TMS, you can offer tax services your clients need and help deliver better outcomes as they navigate the complexities of taxes. This ground-breaking tool can help you win and retain clients who are concerned about their taxable assets. TMS is a win-win for everyone.

How TMS Works

An Easy-To-Use Turnkey Tax Tool

TMS is AssetMark’s new results-oriented, turnkey tax service. Add ongoing tax-smart management to your clients' accounts with automated trade optimizations to uncover tax-saving opportunities throughout the year—not just in April!

Unlock better outcomes with ongoing account monitoring, asset strategy transitions, tax-loss harvesting, and tax-efficient rebalances. Provide a seamless process with straightforward tax-savings reports and more.

Comprehensive tax support
Personalized to clients’ needs and preferences
Showcase value to clients with detailed reports and insights
Easy-to-use

Provide Cutting-Edge Client Services

Reinforce your value to your clients with a service they need—and want from their advisor. This end-to-end solution makes it possible to support your clients at every step of the tax journey.

One simple tool makes your service that much more valuable to clients. Be proactive in helping your clients save money when tax time rolls around.

Enables deeper client conversations around tax situations and unique needs
Set each portfolio according to risk tolerance and tax budget
Showcase value to clients with detailed reports and insights

A Solution With Reach

TMS allows you to transition new client assets to your practice in a tax-efficient manner and move existing clients to a fee-based model with minimal tax impact. But with low minimums, TMS also helps you reach more clients.

TMS is ideal for clients with assets in transition, holding low-basis stocks or embedded gains, experiencing a major life event, changing their tax bracket, living in a high-tax state, or simply wanting better tax management tools. TMS can help you win clients who expect tax management services.

Attractive low minimums
Personalized investment scenarios
Always-on support for long-term gains

Why AssetMark?

A Tax Management Solution Built for You

You tailor your advice to meet your client’s unique needs; AssetMark does the same for you. Let AssetMark get your back with a tool that helps you extend tax management services to more of your clients. Meet the tool that helps your clients keep more of what they earn.

Let's Talk

1. Shomesh E. Chaudhuri, Terence C. Burnham, and Andrew W. Lo. 2020. “An Empirical Evaluation of Tax-Loss-Harvesting Alpha.” Financial Analysts Journal 76:3, 99–108.

2. The Cerulli Report | U.S. Retail Investor Products and Platforms 2023

Security and Privacy Forms and ADV Terms and Conditions

AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.

Advisors seeking more information about AssetMark’s services should contact us; individual investors should consult with their financial advisor.

AssetMark is an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. Visit our ownership page for more information.