Michael
Partee
Avantax Advisory Services
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About this Advisor
Michael Partee is a certified financial planner who works out of Sarasota, Florida. Partee is an advisor for Avantax Advisory Services. Throughout their career, Partee has worked at Usaa Financial Advisors, Inc, Usaa Financial Planning Services, Usaa Investment Management Company, Charles Schwab & Co., Inc, Charles Schwab Bank, Ssb, Avantax Investment Services Inc, Avantax Insurance Agency, LLC, Avantax Advisory Services and Aksala Wealth Advisors, LLC. Partee maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida. Avantax Advisory Services is an advisory company that has its headquarters in Coppell, TX. The investment advisory business has offices in 1,514 locations and a total of 2,433 employees. It oversees $31 billion in assets under management between its 123,393 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 123,393 client accounts, just 6% belong to high-net-worth individuals who have at least $1 million in assets. Avantax Advisory Services offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fees usually are based on which services the firm provides the client. However, fees charged by Avantax Advisory Services likely include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Michael Partee Work History
Michael has been registered as a financial advisor for 0 years.*
Avantax Investment Services Inc
Avantax Insurance Agency, LLC
Avantax Advisory Services
Aksala Wealth Advisors, LLC
Charles Schwab & Co., Inc
Charles Schwab Bank, Ssb
Usaa Investment Management Company
Usaa Financial Advisors, Inc
Usaa Financial Planning Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Partee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Avantax Advisory Services
Spring Hill, TN
Irving, TX
Irving, TX
Mccordsville, IN
Lansdale, PA
Dallas, TX
Gadsden, AL
Irving, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
