Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
3
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Investment Network Inc. provides advisory services including financial planning, portfolio management for individuals/small businesses, and selection of advisers. Services are offered through separately managed accounts, multi-manager accounts, and third-party management. INI also offers RBC Programs and relationships with third-party entities for money management services.
Fees are negotiable and charged quarterly in advance, based on the account's value. RBC program fees and managed account fees range from 0.50% to 3% annually, with a minimum annual fee of $125 for RBC programs and $500 for managed accounts. Financial planning fees are negotiated, ranging from $25-$500 hourly or $50-$15,000 flat. Accounts opened mid-quarter are billed pro-rata. There is a $50 administrative fee for accounts closed within the first year.
4639 Whipple Ave Nw, Canton, OH, 44718