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| Brand | Ameriprise Financial Services, LLC Independent Advisor Business Financial Services Remove | ATAX Financial Services Remove |
|---|---|---|
| Vitals | ||
Investment range | $10K – $138K | $59K – $79K |
Liquid capital | $0 – $9K | $4K – $5K |
Franchise fee | $2K | $35K |
Royalty rate | N/A | 14.0% |
Ad fund rate | 1.0% | 3.0% |
| Performance | ||
Avg gross sales | $3.1M | $111K |
Median gross sales | $1.8M | N/A |
Avg owner earnings Metric varies by brand. Check type below | N/A | N/A |
Earnings metric | Not classified | Not classified |
| Risk | ||
Rating | ATop Quintile | BAbove Average |
Risk score | 5 / 100 | 55 / 100 |
SBA charge-off rate | N/A | 0.0% |
SBA loans on record | 574 | 8 |
| Scale | ||
Total units | 5,462 | 116 |
Net change (latest yr) | N/A | N/A |
Turnover rate | 2.4% | 12.9% |
| Contract | ||
Initial term (years) | 3 | 10 |
Renewal term (years) | 3 | 10 |
Initial training (hrs) | 10 | 26 |
| Contacts | ||
Franchisee phones | 2,384 | 123 |
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