Assets Under Management
$40.9M
Number of Clients
56
Number of Advisors
12
Average Client AUM
$731K
AUM per Advisor
$3.4M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Network 1 Financial Advisors provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. They offer customized investment portfolios and financial planning expertise, including retirement, education, and estate planning. They also offer ERISA 3(21) fiduciary advisor services.
Investment management fees are based on the investment strategy/platform used and the amount due to the investment advisor representative. The total fee ranges from 1.25% to 2.50% annually. Financial planning is billed hourly at $150.00 per hour, with a one-hour minimum. Fees may be negotiable in certain circumstances. The firm may recommend third-party advisors for services outside their expertise.
2 Bridge Ave, Suite 241, Red Bank, NJ, 07701