How much Smartleaf users saved their clients in taxes in 2019.
Our 2019 Taxes Saved numbers are in!
Smartleaf's account-level Taxes Saved Report enables advisors to document the value the advisor is adding through tax management for each of their clients. Last year, Smartleaf users saved their clients an average of 1.77% of assets that were actively tax-managed. This is more than most advisors charge in fees.
The total taxes saved in 2019 was $282,008,128.43. Here are a few things you could buy with the savings: