Financial Advisor Network, Inc. manages investments based on client objectives, time horizon, risk tolerance, and tax bracket. The firm creates an Investment Policy Statement to identify target percentages for equity and fixed income exposure. All assets are managed on a discretionary basis. The firm also offers retirement planning, tax preparation, and accounting services.
Assets Under Management$140M
Clients158
Advisors3
Avg. per Client$850K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are subject to negotiation based on various variables such as length of relationship, professional performing services, etc. because of this, similarly situated clients may be subject to different fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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