Advisornet Wealth Partners

Fee-Only (% of Portfolio)Fixed/Hourly

AdvisorNet Wealth Partners (AWP) provides investment management services, and financial planning and consulting services if requested. AWP manages investments based on client information and offers discretionary and non-discretionary trading. AWP also provides retirement plan consulting. AWP may recommend other professionals for implementing investment-related planning or consulting recommendations.

Assets Under Management$2.3B
Clients2,712
Advisors70
Avg. per Client$860K
Avg. per Advisor$33M

Fee Structure

Planning is included in investment management (also available separately)

AdvisorNet Wealth Partners' investment management fee is negotiable, not exceeding 2.50% annually, for both wrap and non-wrap fee arrangements. The wrap fee includes trade execution, custody, reporting, and investment management fees. The non-wrap fee does not include these additional costs. Fees may be lower or waived based on various criteria. Cash is considered an asset class and included in fee calculations.

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Location

70 Advisors at this firm

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