Avantax Advisory Services
Assets Under Management
$46.1B
Number of Clients
95,037
Number of Advisors
N/A
Average Client AUM
$485K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Avantax Advisory Services (AAS) provides investment advisory services to individuals, pension and profit-sharing plans, and businesses. Services are delivered through independent contractor advisors. AAS offers discretionary and non-discretionary management, and utilizes custodian-sponsored programs, third-party investment managers, and TAMPs. Clients work with advisors to determine investment strategies and risk profiles.
Fee Structure
Fees are negotiated between you and your advisor. The exact products and services you will receive and the fees you will be charged are dependent upon, and negotiated between you and, your Advisor. AAS offers both wrap fee and non-wrap fee programs. Wrap fee programs include investment advisory, portfolio management, and trade execution for a single fee. Non-wrap fee programs assess these services separately. Financial planning services are also available for a separate fee.
Areas of Practice
Location
3200 Olympus Blvd, Suite 100, Dallas, TX, 75019