Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AdvisorNet's annual investment management fee is negotiable but will not exceed 2.50% of assets under management. This fee does not include sub-advisor fees, trade execution costs, custody fees, or fund expenses. Financial planning fees range from $400 to $10,000 for initial plans, and $150 to $4,000 for regular/periodic reviews. Hourly rates for financial planning do not exceed $300 per hour. All financial planning and consulting fees are generally negotiable.
Areas of Practice
Advisor Information
Office location
110 Cheshire Lane, Suite 200, Minnetonka, MN, 55305
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is the owner/manager of Planviser Financial, sells fixed insurance products, and is an advisory representative for AdvisorNet Wealth Management. He also refers clients to Choice Financial for online banking and serves as a board member for Trueblood Performing Arts Center, dedicating minimal time to each.