Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
3390 Asbury Road, Dubuque, IA, 52002-2801
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
Amanda is a manager at TDT CPAs and Advisors, PC, a public accounting firm with wealth management services, dedicating nearly full-time hours to this role. She also serves as a committee member at St. John's Lutheran Church, requiring minimal time, and is a manager at TDT Wealth Services LLC, spending a few hours per week on decision-making for the entity.