Pro Tax Financial Services, owned by Matt Penkert, offers tax and financial planning services. Most of their income comes from tax services, with the remainder from investment advice. They are paid a percentage of the assets they manage, so they make more money when your account value increases and less when it decreases. Pro Tax does not receive commissions or referral fees.
Assets Under Management$15M
Clients110
Advisors1
Avg. per Client$140K
Avg. per Advisor$15M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$100
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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