Capital Advisor Network (CAN) offers investment advisory services to help clients achieve their financial goals. CAN provides discretionary and non-discretionary accounts, allocating assets among various investments. CAN also offers financial planning services, addressing clients' goals, objectives, and priorities, including estate, tax, and cash flow planning. CAN partners with other advisors to ensure a coordinated effort toward the client's goals. CAN also provides consulting services on a limited scope of work.
Fee Structure
CAN charges a quarterly fee for investment management services, calculated as a percentage of your account's average daily balance. The maximum annual advisory fee is 2.00%. Fees may vary based on account size, portfolio complexity, and activity. The custodian will directly debit your account for the advisory fee, or you may pay it separately. If CAN uses a third-party money manager (TPMM), the total fee will not exceed 2.00% and includes CAN's portion and the TPMM's fee.