Volition Financial Network provides investment management and consulting services to individuals, trusts, estates, and retirement plans. The firm helps clients establish investment guidelines and can select independent portfolio managers to handle their money. Volition Financial Network also maintains a co-advisor relationship with Gradient Investments to offer actively managed model portfolios. The firm tailors portfolios to match individual risk tolerances and investment horizons, and clients can request specific restrictions on their investments in writing. Volition Financial Network does not offer financial planning services.
Assets Under Management$22M
Clients73
Advisors1
Avg. per Client$300K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable. Third-party model portfolios and administrative fees may apply separately.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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