Guy Tzour is a registered investment advisor at Avantax Planning Partners, INC., based in Woodland Hills, CA, with 3 years of industry experience. Guy 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
5959 Topanga Canyon Blvd., Suite 335, Woodland Hills, CA, 91367
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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
Guy is a Director at Premier Accounting & Tax Services, Inc., a full-service accounting firm, since 2009. He spends nearly full-time on this activity, meeting with clients, preparing tax bookkeeping, overseeing bookkeeping, and managing support staff.
Employment History
Current Registrations
Avantax Planning Partners, INC.
State Registrations1 state
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