Kevin Marso is a registered investment advisor at Avantax Planning Partners, INC., based in Humboldt, IA, with 8 years of industry experience. Kevin 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
422 Sumner Avenue, Humboldt, IA, 50548
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin works as a Senior Accountant with Erpelding, Voigt & Co., LLP, dedicating a significant amount of time to this role. He also serves as Treasurer for the Humboldt Rotary Club, a non-profit organization, spending a few hours per week on related duties.
Employment History
Current Registrations
Avantax Planning Partners, INC.
State Registrations1 state
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