AdvisorNet Wealth Partners operates as a sub-advisor, partnering with primary investment advisors to manage model portfolios and execute trades for client accounts. AdvisorNet Wealth Partners manages a wide range of investments, including mutual funds, exchange-traded funds, fixed income securities, and general equities. The firm utilizes various analytical strategies, such as technical analysis, fundamental analysis, modern portfolio theory, asset allocation, and behavioral finance. AdvisorNet Wealth Partners primarily functions behind the scenes, providing operational, administrative, and supervisory support alongside model portfolio management. The firm does not generally require an annual minimum fee or asset level for investment management services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.20% |
Fees are non-negotiable and based on a fixed percentage of assets under management.