Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.75% |
Fees are generally negotiable. Reduced fees for participants in FAN-advised plans.
Fee Estimator
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.
Areas of Practice
Advisor Information
Office location
1432 Edinger Avenue, Suite 200, Tustin, CA, 92780
Get directionsRegulatory History
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
Nathan is an insurance agent for Trilogy Financial, selling life, accident, and health insurance. He spends about 10% of his time on this activity.