Financial Advisory Network provides investment advice and manages client portfolios based on their individual needs and goals. They offer financial planning services, including full-service financial plans, and consulting services. The firm also provides a free newsletter and educational seminars. Robert Keith Leitner is the owner and sole member of the firm.
Assets Under ManagementN/A
Clients34
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts over $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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