Laura Hoss is a registered investment advisor at Avantax Planning Partners, INC., based in Davenport, IA, with 8 years of industry experience. Laura 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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Laura works full-time as an Accounting Manager with Honkamp Krueger & Co., P.C. She also serves as treasurer for two non-profit organizations, Gilda's Club of the Quad Cities (a few hours per week) and Moline Baseball Academy, Inc. (minimal time).
Employment History
Current Registrations
Avantax Planning Partners, INC.
State Registrations1 state
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