Volition Financial Network provides portfolio management services to individuals, pensions, profit sharing plans, trusts, estates, and charitable organizations. Volition also offers consulting services to assist clients in allocating assets among other independent portfolio managers. Volition has entered into a Co-Advisor relationship with Gradient Investments, LLC (GI). VFN will assist the Client to determine the appropriate model selection based on the Client’s investment objectives and risk tolerance.
Fee Structure
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% |
These fees are for accounts managed directly by Volition Financial Network. For accounts managed through Gradient Investments, the maximum annual advisory fee is 1.50% for Strategic, Tactical Allocation & Defined Outcome Portfolios and 1.00% for Preservation Portfolios. Gradient Investments retains a portion of this fee, and Volition Financial Network retains the remainder.