Investment Network offers a combination of advisory services, including portfolio management, financial planning, and third-party manager programs for individuals, retirement plans, trusts, estates, charitable organizations, and businesses. Investment Network operates programs through RBC Correspondent Services, offering options ranging from non-discretionary advice to third-party discretionary money managers. Investment Network also acts as a solicitor for third-party managers like Genworth Financial Asset Management and SEI Investments. In addition to investment services, Investment Network provides personalized financial planning covering past financial history, present financial position, and economic goals. Investment Network representatives may also act as registered representatives of a broker-dealer or insurance agents, allowing them to offer commission-based products such as securities and insurance alongside advisory services.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Fees range from 0.50% to 3.00% annually based on the program and are negotiable. Subject to minimum annual fees of $125 to $500.