Side-by-side franchise comparison based on FDD data (2025, 2025 FDDs)
ATAX
Score: 64/100
Charles Schwab Independent Branch
Score: 64/100
Investment Range | $59K – $79K | $79K – $222K |
Franchise Fee | $35K | $38K |
Royalty Rate | 14.0% | N/A |
Total Locations | 117 | 381 |
FranchiseLens Score | 64/100 | 64/100 |
Litigation (3yr) | 1 cases | 5 cases |
Territory Type | Exclusive | None |
Growth Trend | +5.7% CAGR (3yr) | +2.0% CAGR (3yr) |