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I ve got a $7 million portfolio, but a new adviser wants to charge me 0 9% Is this even fair?

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RIA Roundup: Avantax Adds 2 Firms, $450M in Assets

Wealthspire expanded into Denver, Hightower supported the acquisition of Trellis, and Apollon, Kestra PWS and Steward onboarded new advisors.

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Avantax attracts $330M team to its employee-based model

The two advisors and support staff join the firm in Minnesota.

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Avantax Acquires Summit Wealth Advocates Adding 7-person Team and $330 Million in Total Client Assets to Avantax s Employee-based Model

Avantax Acquires Summit Wealth Advocates Adding 7-person Team and $330 Million in Total Client Assets to Avantax s Employee-based Model
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Avantax (AVTA) Acquires Summit Wealth Advocates

Avantax (AVTA) Acquires Summit Wealth Advocates
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