| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.75% |
Fees are generally negotiable. Reduced fees for participants in FAN-advised plans.
Financial Advisors Network offers a wrap fee program where clients pay a single annual fee based on assets under management, up to 1.75%. This fee covers investment advisory services and custodial transaction costs. The firm's fees are generally negotiable and billed quarterly in advance. Clients may also incur charges imposed by the custodian and mutual funds. Reduced fees are available for participants in FAN-advised plans. Tax planning and preparation fee credits may be available through their affiliated firm, FAN Tax Planning Group.
1432 Edinger Avenue, Suite 200, Tustin, CA, 92780
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