Reggie Rowe is a registered investment advisor at Avantax Planning Partners, INC., based in Dubuque, IA, with 8 years of industry experience. Reggie 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, 52004-0699
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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
Reggie is a shareholder at Honkamp Krueger & Co, P.C., a CPA firm providing business and tax advisory services since 2007. This role takes nearly all of Reggie's time, including time spent on securities trading.
Employment History
Current Registrations
Avantax Planning Partners, INC.
State Registrations1 state
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