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Old 03-31-2025, 02:42 PM
manaboutown manaboutown is offline
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Default Financial advisor fees appear to not be tax deductible!

As I am considering for the first time ever hiring someone to advise me on my securities investments I encountered this issue. To me this means the typical 1% AUM many if not most financial advisors seek actually costs much more on an after tax basis.

For example, say an advisor delivers a 10% gross return on one's portfolio. That means one pays regular rate income tax on 10% after receiving only 9%. Paying income tax in the top bracket of 37% federal tax, brings that AUM from 1% to 1.4%, + or - .

Apparently the amounts paid to a fee-only advisor are likewise nondeductible. Yuk!

Are Your Financial Advisor Fees Tax Deductible? | Bankrate.
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