Advisory Services Network provides investment management and financial planning services to individuals, families, and businesses through a network of independent representatives. The firm helps clients build investment portfolios tailored to their goals, risk tolerance, and time horizon. Advisory Services Network offers both discretionary management, where representatives make trades on the client's behalf, and non-discretionary management, where clients approve each trade. In addition to managing portfolios directly, the firm can connect clients with third-party investment managers. Advisory Services Network also provides financial planning covering areas such as retirement, taxes, estate planning, and insurance, as well as investment consulting and monthly subscription-based advice services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable at the firm's discretion. The firm also offers a floating flat rate schedule using the same percentage breakpoints applied to total account assets.
