Advanced Tax & Investments, Inc.

Overview

Advanced Tax & Investments, Inc. is a corporation operating as an independent registered investment adviser with an individual owner. The firm focuses on serving individual and family clients and positions itself as a capital allocator and adviser that can select outside managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Fee arrangements include AUM-based fees, hourly charges, and fixed fees. The firm also conducts business as an insurance broker and provides accounting services; it lists an accountant affiliation. Advanced Tax & Investments, Inc. does not identify as an active ESG investor and is not a multi-state or newly formed adviser.

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Location & Offices