Alexander Chan

Avantax Planning Partners, INC.

19 Years of Experience

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Firm Information

Avantax Planning Partners, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

265 advisors

Number of Clients

8,371 clients

Average Client Portfolio

$828K average

Assets Under Management

$6.9B

Fee Structure

Minimum Investment:$130K

APP's fees are negotiable and can vary based on the complexity of the engagement, type of service, investment products used, and other factors. The maximum annual management fee is 2.5%. Fees are calculated as a flat or tiered percentage of the account value and billed quarterly in arrears. Clients also incur underlying investment expenses, clearing and custody fees, and trade execution costs.

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Areas of Practice

Investment ManagementRetirement Planning

Advisor Information

Office location

400 Robert Street North, Suite 800, Saint Paul, MN, 55101

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History