Network Investment Advisors (NIA) offers portfolio management tailored to individual client goals, pension consulting services, and financial planning covering investments, insurance, taxes, retirement, college, and debt. NIA generally advises on mutual funds, fixed income, real estate funds, insurance products, equities, and ETFs. Clients can set restrictions on investments, but NIA may terminate the relationship if restrictions hinder service.
Assets Under Management$57M
Clients118
AdvisorsN/A
Avg. per Client$490K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are generally negotiable. WRAP fees are, in general, one-half of one percent higher than the corresponding NON-WRAP fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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