Advisornet Wealth Partners
Assets Under Management
$2.3B
Number of Clients
2,712
Number of Advisors
71
Average Client AUM
$863K
AUM per Advisor
$33.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
AdvisorNet Wealth Partners provides investment management services, financial planning, and related consulting services. Investment management is often at a household level and based on client-provided information. They offer both discretionary and non-discretionary services, as well as wrap fee programs. They also provide retirement plan consulting services and financial planning on a stand-alone basis.
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
Location
110 Cheshire Lane, Suite 200, Minnetonka, MN, 55305