ADVR, INC, operating as Advisor.com, provides investment management and financial consulting services through its Advisor Wealth Management platform. Services include financial goal setting, risk analysis, portfolio design, investment management, cash flow planning, debt management, education planning, risk management, trust planning, and small business planning. Advisor.com also operates a referral platform, connecting investors with unaffiliated investment advisors. Advisor's investment management uses asset allocation models implemented primarily with exchange traded funds (ETFs).
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees for Advisor Wealth Management (AWM) services are negotiable, but generally range from $1000 to $5,000 per year on a flat fee basis or 0.5% of assets under management.