Financial Advisor Network manages investment portfolios and provides personalized investment advisory services for individuals and high-net-worth clients. The firm uses both fundamental and technical analysis, focusing on long-term buy-and-hold strategies involving individual stocks, exchange-traded funds, and mutual funds. All accounts are managed on a discretionary basis, meaning the firm makes trades on your behalf based on your goals and risk tolerance. In addition to investment management, the firm offers retirement planning, tax preparation and planning, and accounting services through affiliated professionals.
Assets Under Management$140M
Clients158
Advisors3
Avg. per Client$850K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable based on factors such as the length of the relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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