Financial Advisors Network manages investment portfolios and provides comprehensive financial planning, corporate trust services, and retirement plan consulting for individuals, families, and businesses. Financial Advisors Network builds personalized portfolios using fundamental, technical, and quantitative analysis, offering various strategies such as core index investing, growth, value, momentum, income, and tax-managed approaches. The firm operates primarily through wrapped fee programs where investment management and trading are bundled, utilizing custodians like Charles Schwab, LPL Financial, and SEI. In addition to portfolio management, Financial Advisors Network offers retirement planning, tax planning and preparation through an affiliate, estate planning, charitable giving, and education funding strategies.
Fee Structure
Financial Advisors Network offers investment management through its wrap comprehensive portfolio management program, charging an annual advisory fee based on a percentage of the value of your portfolio. The exact fee schedule is detailed in your agreement. Additionally, the firm offers SEI program accounts where it charges an annual advisory fee of up to 1.30% of your assets, payable quarterly in arrears.