Michelle Steining is a PFS-designated registered investment advisor at Avantax Planning Partners, INC., based in Davenport, IA, with 8 years of industry experience. Michelle 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
908 W. 35th Street, Davenport, IA, 52806
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michelle is a Shareholder and CPA with Honkamp Krueger & Co. P.C. since 2016, working full-time providing public accounting services. She also holds shareholder interests in HK Financial Services, the HK Financial Services Building, and the Law Building, dedicating minimal time to these activities.
Employment History
Current Registrations
Avantax Planning Partners, INC.
State Registrations1 state
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