Ameriprise Financial Services, LLC Independent Advisor Business vs Liberty Tax Service
Franchise Comparison 2026
Both Ameriprise Financial Services, LLC Independent Advisor Business and Liberty Tax Service are financial services franchises. Ameriprise Financial Services, LLC Independent Advisor Business requires an investment of $10K – $138K while Liberty Tax Service requires $50K – $71K. In terms of revenue, Ameriprise Financial Services, LLC Independent Advisor Business reports higher average unit revenue at $3.1M. Liberty Tax Service has SBA lending data on file with a 11.7% charge-off rate. FranchiseVerdict rates Ameriprise Financial Services, LLC Independent Advisor Business A (Top Quintile) and Liberty Tax Service D (Below Average).
| Metric | Ameriprise Financial Services, LLC Independent Advisor Business | Liberty Tax Service |
|---|---|---|
| Verdict Grade | ATop QuintileTop Quintile | DBelow AverageBelow Average |
| Investment Range | $10K – $138K | $50K – $71K |
| Franchise Fee | $2K | $25K |
| Royalty Rate | Franchisor retains a percentage of GDC (Gross Dealer Concession) per a Compensation Reference Guide payout grid. Franchisee receives the balance after deduction of Association Fee and other charges. Payout rate ranges from 72% to 91% based on production level (GDC). The 2025 average payout rate ranged from 73.7% to 88.0%. | 14.0% |
| Average Revenue (Item 19) | $3.1M | $147K |
| SBA Charge-Off Rate | N/A | 11.7% (264 loans) |
| Total Units | 5,462 | 1,764 |
| Unit Growth (YoY) | N/A | N/A |
| Year Began Franchising | 1999 | 1997 |
| FDD Year | 2026 | 2024 |
Ameriprise Financial Services, LLC Independent Advisor Business
ATop QuintileTop Quintile
Liberty Tax Service
DBelow AverageBelow Average
Investment Range
$10K – $138K
$50K – $71K
Franchise Fee
$2K
$25K
Royalty Rate
Franchisor retains a percentage of GDC (Gross Dealer Concession) per a Compensation Reference Guide payout grid. Franchisee receives the balance after deduction of Association Fee and other charges. Payout rate ranges from 72% to 91% based on production level (GDC). The 2025 average payout rate ranged from 73.7% to 88.0%.
14.0%
Average Revenue (Item 19)
$3.1M
$147K
SBA Charge-Off Rate
N/A
11.7% (264 loans)
Total Units
5,462
1,764
Unit Growth (YoY)
N/A
N/A
Year Began Franchising
1999
1997
FDD Year
2026
2024