Morgan Stanley offer access to active indexing for a 0.75% fee. The advisor I talked to made it sound like it's common to save 3% per year through tax loss harvesting from using actively managed direct indexing. I would think this may sometimes be possible, in a volatile market. But I doubt it's common to get that much or that the average is that high. But it seems to me like there should be some gains there.
What's the general expectation for tax savings from active indexing? I'm interested in using an AUM financial advisor (for part of my portfolio) to get access to other products and services they offer. But I don't want to pay 0.75% for it. Do you think the tax savings could offset some of that?
Submitted October 08, 2022 at 12:09AM by theta32 https://ift.tt/Mir3uqb
