Lisa Matuszny is a registered investment advisor at Avantax Planning Partners, INC., based in Independence, OH, with 4 years of industry experience. Lisa 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
6000 Freedom Square Drive, Suite 550, Independence, OH, 44131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Lisa is a shareholder at Hobe & Lucas Certified Public Accountants, Inc., dedicating nearly full-time hours to public accounting. She also serves as a board member for Spice Field Kitchen and a member of GreenSmart Payroll Solutions LLC, spending minimal time on these activities.
Employment History
Current Registrations
Avantax Planning Partners, INC.
State Registrations1 state
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