Michael Schlitter is a registered investment advisor at Avantax Planning Partners, INC., based in Okoboji, IA, with 3 years of industry experience. Michael 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
1801 Hwy 71 N, PO Box 605, Okoboji, IA, 51355
Get directionsHistory
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
Michael is a senior accountant at Erpelding Voigt & Co., LLP, a tax and accounting firm that also provides financial services products. He also serves as treasurer for the Iowa Great Lakes Rotary Club and trades cryptocurrency with family and friends on Binance.US.
Employment History
Current Registrations
Avantax Planning Partners, INC.
Previous Registrations
Avantax Advisory Services
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.