Wealth Advisors Network manages investment portfolios and provides personalized financial planning for individuals, high-net-worth clients, charitable organizations, trusts, and closely held businesses. Wealth Advisors Network offers customized investment strategies through traditional management programs and wrap fee programs, utilizing a wide range of investments including mutual funds, exchange-traded funds, individual stocks and bonds, and alternative investments. In addition to investment management, Wealth Advisors Network provides advice on income planning, insurance, retirement planning, business planning, succession planning, and estate planning. Many of Wealth Advisors Network's representatives are also certified public accountants or registered representatives of a broker-dealer, allowing them to offer coordinated accounting and securities services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $1000K | 1.35% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5.0M - $6.0M | 0.75% |
| $6.0M - $7.0M | 0.70% |
| $7.0M - $8.0M | 0.65% |
| $8.0M - $10.0M | 0.60% |
| $10M+ | 0.55% |
All fees are negotiable based on factors such as financial circumstances and time required.