Cassidy Fowler is a registered investment advisor at Avantax Planning Partners, INC., based in Dubuque, IA, with 1 years of industry experience. Cassidy 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
3390 Asbury Road, Dubuque, IA, 52002-2801
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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
Cassidy is a sole proprietor performing accounting tasks for Quattrone Tax and Accounting Services, dedicating about half their time to this. Cassidy is also an Investment Adviser Representative with Avantax Planning Partners, Inc., spending a few hours per week assessing client needs and providing referrals.
Employment History
Current Registrations
Avantax Planning Partners, INC.
State Registrations1 state
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