ATAX vs Ameriprise Financial Services, LLC Independent Advisor Business
Franchise Comparison 2026
Both ATAX and Ameriprise Financial Services, LLC Independent Advisor Business are financial services franchises. ATAX requires an investment of $59K – $89K while Ameriprise Financial Services, LLC Independent Advisor Business requires $10K – $138K. ATAX discloses average revenue of $111K; Ameriprise Financial Services, LLC Independent Advisor Business does not report Item 19 data. Ameriprise Financial Services, LLC Independent Advisor Business has SBA lending data on file with a 0.3% charge-off rate. FranchiseVerdict rates ATAX B (Above average) and Ameriprise Financial Services, LLC Independent Advisor Business A (Strongest tier).
| Metric | ATAX | Ameriprise Financial Services, LLC Independent Advisor Business |
|---|---|---|
| Verdict Grade | BAbove averageAbove average | AStrongest tierStrongest tier |
| Investment Range | $59K – $89K | $10K – $138K |
| Franchise Fee | $35K | $2K |
| Royalty Rate | Royalty Fee is 14% of Gross Revenues, payable weekly (subject to a minimum annual royalty). | 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%. |
| Average Revenue (Item 19) | $111K | N/A |
| SBA Charge-Off Rate | Limited data | 0.3% (473 loans) |
| Total Units | 117 | 5,462 |
| Unit Growth (YoY) | N/A | N/A |
| Year Began Franchising | 2019 | 1999 |
| FDD Year | 2025 | 2026 |
ATAX
BAbove averageAbove average
Ameriprise Financial Services, LLC Independent Advisor Business
AStrongest tierStrongest tier
Investment Range
$59K – $89K
$10K – $138K
Franchise Fee
$35K
$2K
Royalty Rate
Royalty Fee is 14% of Gross Revenues, payable weekly (subject to a minimum annual royalty).
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%.
Average Revenue (Item 19)
$111K
N/A
SBA Charge-Off Rate
Limited data
0.3% (473 loans)
Total Units
117
5,462
Unit Growth (YoY)
N/A
N/A
Year Began Franchising
2019
1999
FDD Year
2025
2026