Advisory Services and Managed Accounts
Advisory Services
This section provides information about Avantax Advisory Services & the fee based products available.
- Form ADV 2A – Disclosure Brochure
- Form ADV 2A – Appendix 1 IMS Access Wrap Program Brochure
- Form ADV 2A – Appendix 1 IMS Gateway Wrap Program Brochure
- Form ADV 2A – Appendix 1 IMS Flex Choice Wrap Program Brochure
- Form ADV 2A – Appendix 1 IMS Portfolio Choice Wrap Program Brochure
- Form ADV 2A – Appendix 1 IMS Prime Wrap Program Brochure
- Form ADV 2A - Appendix 1 - IMS Select Portfolios & IMS Select Tax Loss Harvesting Wrap Program Brochure
- Form ADV 2A – Appendix 1 IMS Unified Choice Wrap Program Brochure
- Fee Only Variable Annuity Disclosure Form
- Fee Only Indexed Annuity Disclosure Form