Jay Harris is a registered investment advisor at Avantax Planning Partners, INC., based in Dubuque, IA, with 12 years of industry experience. Jay 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 Rd., Dubuque, IA, 52002
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jay is a Partner and Accountant with Honkamp Krueger & Co. P.C. since 2005, working full-time providing public accounting services. Jay is also a Member-Owner of Law Building, LLC, a real estate rental entity, dedicating minimal time to attending member meetings.
Employment History
Current Registrations
Avantax Planning Partners, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.