Network 1 Financial Advisors INC.
Network 1 Financial Advisors offers investment management and financial planning services. Investment management includes creating and managing investment portfolios based on a client's financial plan. Financial planning expertise is offered to help clients with retirement, education, and estate planning. The firm also offers retirement plan consulting services to plan sponsors and participants.
Fee Structure
Network 1 Financial Advisors charges an annual investment management fee based on the investment strategy used and the representative who brought you to the firm. The fee is calculated as a percentage of your assets.
- Allocation among mutual funds only: 0.75% of assets under management.
- All other allocation strategies: Up to 1.50% of assets under management. This includes strategies using SEI Investments Company's Managed Account Program and Integrated Managed Account Program, and AssetMark, Inc.'s investment platform.
An additional amount is added for the investment advisor representative, resulting in a total charge between 1.25% and 2.50%. This fee is pro-rated and paid quarterly, based on the market value of your assets at the end of the quarter. The firm may charge a lower fee at its discretion.