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Tax Management Services, Powered by AssetMark

It’s not what your clients earn. It’s what they keep.

Tax Management Services (TMS) deliver ongoing tax-smart management to your client's account with automated trade optimizations. Reduce the tax impact of managing your client's portfolio while remaining true to their long-term investing objectives.

Personalized

Customize tax proposals that align with your client's investment objectives, risk tolerance, tax sensitivity, and realized capital gains budget.

Comprehensive Tax Management

Helps reduce tax impacts throughout a client's investment journey, including during transitions of assets, ongoing tax-loss harvesting, and more.

Ongoing Monitoring

Proactively identify trades that can reduce the tax impact of portfolio repositioning. Tax Savings Reports illustrate the benefit you’re providing.

Support

Includes dedicated teams to oversee the tax optimization process. Educational materials are also available to guide you and your clients.

Grow Your Business and Retain Clients with TMS

1.42% Average Annual Tax Savings in 2025 for Clients Using TMS at AssetMark

TMS has an established track record of improving annual investor outcomes,* which lets clients keep more of what they earn.

69% of Investors Want Tax-Efficient Strategies

According to Cerulli, 69% of U.S. retail investors are asking for tax-efficient strategies that maximize after-tax returns.**

Tax-Efficient Transition of New Taxable Assets

Transition new client assets to your practice in a tax-efficient manner. Move existing clients to a fee model while managing the tax impact. Improve client retention while also increasing the referability of your practice.

It’s a Turnkey Service

Our easy-to-use platform features seamless account opening and a comprehensive suite of tools that ultimately help your clients improve after-tax results over time.

Reinforce Your Value

Tax Savings Reports allow you to regularly demonstrate the positive impact and value your guidance is having on your client’s portfolio and returns.

Let Us Show You How TMS Can Help Your Clients Keep More of What They Earn

*Based on results at AssetMark. Actual tax management results are subject to change based on investment holdings, cost basis, market conditions, timing, and will vary over time.

**The Cerulli Report: U.S. Retail investor Products and Platforms 2024 `