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
Avantax Advisory Services offers various investment advisory services through its advisors, who are primarily independent contractors. Services are tailored to individual client needs and may include wealth management, financial planning, and retirement solutions. The firm utilizes the Investment Management Solutions (IMS) Platform.
3200 Olympus Blvd, Suite 100, Dallas, TX, 75019