AAN Wealth Advisors works with clients to understand their financial situation and recommend a model portfolio managed by a subadvisor. AAN oversees the client account and monitors the subadvisor's activities. AAN also offers project-based consulting services to review specific financial issues. Clients should be aware that the subadvisor's model portfolio will not be tailored to the client specifically and clients will not be able to impose restrictions on investing in certain securities or types of securities.
Assets Under Management$130M
Clients229
Advisors10
Avg. per Client$570K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual management fee and the sub advisor fee, combined, is up to 1.50%. These fees may be negotiated at the discretion of the advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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