Financial Advisors at Avantax Advisory Services

Avantax Advisory Services

Avantax Advisory Services offers portfolio management for individuals and/or small businesses, other services, educational seminars/workshops, financial planning services, selection of other advisers and portfolio management for businesses.

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Firm Profile Information

Approximate Fees

Please contact the advisor for additional information on fees.

Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.

Other

Fixed fees

A percentage of assets under management

Other

Fixed fees

A percentage of assets under management

Operations

No Recorded Operations

639

Branches

2,488

Employees

2,488

Investment Advisors

2,488

Employees

2,488

Investment Advisors

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Client Types

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95.5%

74,604

Account Overview

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