IA Network offers financial planning and investment management services, tailoring strategies to each client's goals, risk tolerance, and time horizon. Services are available on a discretionary or non-discretionary basis. IA Network also provides assistance with retirement plans. Financial planning is available as part of asset management or as a standalone service.
Assets Under Management$180M
Clients253
Advisors4
Avg. per Client$730K
Avg. per Advisor$46M
Fee Structure
Planning is included in investment management (also available separately)
IA Network charges a fee based on the value of your investments. The fees will generally not exceed 2.5% annually, but may be higher depending on the complexity and time required. Fees are negotiable and can vary from client to client. These fees do not include brokerage or transaction costs.
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