Private Advisor Network (PAN) provides financial planning, consulting, and investment management services to individuals, pension plans, trusts, estates, and businesses. PAN manages client investment portfolios, allocating assets among mutual funds, ETFs, individual securities, and independent investment managers. PAN's representatives work with clients to determine their investment objectives and risk tolerances. Clients retain discretion over implementation decisions.
Fee Structure
PAN offers investment management services where fees are negotiable with a maximum of 2.00% annually, based on the market value and type of assets managed. The fee is charged quarterly in advance. The specific rate depends on factors like the amount and type of assets, complexity, and overall services provided.