Avantax Planning Partners, INC.
Assets Under Management
$6.9B
Number of Clients
8,371
Number of Advisors
265
Average Client AUM
$828K
AUM per Advisor
$26.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Avantax Planning Partners (APP) provides investment advisory services through collaborative arrangements with CPA firms and their CPAs. APP's Financial Professionals work with Advisor Representatives to provide services based on client's investment history, goals, and risk tolerance. Services include managed accounts and retirement plan services. Fees are negotiable.
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
Location
3390 Asbury Road, Dubuque, IA, 52002-2801