Capital Advisor Network

Assets Under Management

$99.5M

Number of Clients

1,153

Number of Advisors

8

Average Client AUM

$86K

AUM per Advisor

$12.4M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Capital Advisor Network (CAN) offers discretionary and non-discretionary investment advisory services, allocating client assets among various securities. They also provide financial planning, addressing estate, tax, charitable, and wealth transfer objectives. CAN partners with other advisors to ensure a coordinated approach to client goals.

Fee Structure

Minimum Investment:$5K
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
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Location

925 Mezzanine Drive, Suite C, Lafayette, IN, 47905

8 Advisors at this firm