Excelsior Advisor Network offers investment management, financial planning, and consulting services. Investment management can be discretionary or, in limited cases, non-discretionary. Financial planning covers investments, taxes, insurance, college, and retirement. Excelsior also provides access to third-party money managers. Services are tailored to each client's goals and risk tolerance.
Fee Structure
Excelsior Advisor Network charges an annual fee based on the value of your portfolio, not to exceed 1.75%. The fee is calculated based on the value of your portfolio on the last business day of the preceding month and may be billed monthly or quarterly, in arrears or in advance. A minimum account size of $500,000 may apply, but this may be waived at the representative's discretion. For new clients, Excelsior may pay certain transaction charges for up to 180 days to help with the transition.