Investor's Fiduciary Advisor Network (Investor FAN) provides investment management, financial consulting, and retirement consulting. For investment management, Investor FAN selects, trades, and monitors investments based on your goals. Financial consulting involves conversations around family goals, objectives, and legacy, offering strategies for estate, tax, and wealth transfer objectives. Retirement plan consulting services are offered to employer plan sponsors.
Fee Structure
Investor FAN's investment management fees are based on the amount of your portfolio and the rate agreed upon in your advisory agreement. The fee can be flat, fixed, or based on a schedule, but will not exceed 2% annually. The fee is deducted from your account quarterly, either in advance or at the end of the quarter, as specified in your agreement.