Adam Reisch is a CFP-designated registered investment advisor at Avantax Planning Partners, INC., based in Dubuque, IA, with 12 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 8,371 clients with $6.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fee Estimator
Location
2345 JFK Road, Dubuque, IA, 52002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Adam is a Partner and Accountant at Honkamp Krueger & Co. P.C., and a Shareholder of HK Financial Services, Inc. He also has ownership interests in several real estate and restaurant entities, dedicating minimal time to each.
Employment History
Current Registrations
Avantax Planning Partners, INC.
State Registrations1 state
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