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
908 W 35th St, Davenport, IA, 52806
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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.
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Alex is a Senior Accounting Manager at Honkamp PC, providing accounting and tax advice, dedicating full-time hours. Alex is also an Investment Advisor Representative at Avantax Planning Partners Inc., spending a few hours per week assisting clients with investment choices and financial planning.