Wealth Advisors Network (WAN) offers investment and financial planning services to individuals, high net worth individuals, charitable organizations, trusts, and businesses. WAN develops customized investment strategies using various investment approaches. They also provide advice on financial matters like income planning, asset preservation, insurance, business planning, retirement planning, succession planning, and estate planning. Some advisors are also registered representatives of Cambridge Investment Research and CPAs with Contryman Associates, offering overlapping services.
Assets Under Management$300M
Clients494
Advisors8
Avg. per Client$610K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$25K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $1000K | 1.35% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5.0M - $6.0M | 0.75% |
| $6.0M - $7.0M | 0.70% |
| $7.0M - $8.0M | 0.65% |
| $8.0M - $10.0M | 0.60% |
| $10M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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