Rami Kassissieh is a PFS-designated registered investment advisor at Avantax Planning Partners, INC., based in Little Rock, AR, with 1 years of industry experience. Rami 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
11025 Anderson Dr., Suite 300, Little Rock, AR, 72212
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rami is a member of HCJ CPAS & Advisors PLLC, providing tax and attest services, and leads the firm's Wealth Management Advisory services, taking nearly full-time. He also manages real estate investments through Kassisieh Holdings LLC, handles bookkeeping and taxes for Ice Man Men's Wear Inc., and is an Investment Adviser Representative at Avantax Planning Partners, Inc., dedicating about a quarter of his time to financial planning services. JCL Southwest LLC holds real estate.
Employment History
Current Registrations
Avantax Planning Partners, INC.
State Registrations1 state
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