First Advisors National (FAN Advisors) is a financial advisory firm offering investment management, asset allocation advice, and recommendations of third-party investment platforms. FAN Advisors assists clients in meeting their investment goals by recommending asset allocation strategies, providing advice regarding individual securities, and monitoring investment performance. FAN Advisors offers advisory services to individuals, corporations, and other business entities.
Assets Under Management$500M
Clients3,430
Advisors64
Avg. per Client$150K
Avg. per Advisor$7.8M
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Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.85% |
Advisory fees are negotiable, and FAN Advisors retains the right to reduce advisory fees at its discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
64 Advisors at this firm
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