Financial Advisors Network (FAN) offers investment advice and financial planning to individuals, families, and other clients. FAN specializes in portfolio management, financial planning, corporate trust services, seminars, and retirement plan consulting. FAN provides financial plans covering investment, retirement, estate, tax, education, and insurance planning. FAN also offers corporate trustee services, managing trusts according to client specifications.
Fee Structure
Financial Advisors Network (FAN) offers investment management through SEI programs. The annual advisory fee is up to 1.30% of the assets in the SEI program account, and this fee is negotiable. The fee is paid quarterly in arrears. FAN also offers a wrap fee program, but fees for this program are described in a separate brochure.