Advisory Services Network
Assets Under Management
$8.6B
Number of Clients
11,852
Number of Advisors
232
Average Client AUM
$727K
AUM per Advisor
$37.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Advisory Services Network provides investment advisory services through independent IARs. IARs manage client assets or recommend third-party managers, identify client goals, and offer investment consulting, including financial planning. Accounts are managed on a discretionary or non-discretionary basis, based on client preference.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Fees for portfolio management are negotiable and can be tiered or floating flat. Financial planning fees range from $1,000 to $40,000 per plan or $150 to $400 per hour. Investment consulting fees are also negotiable and can be fixed or hourly, with the same rate ranges as financial planning. A monthly subscription fee for advice ranges from $35 to $250. Retirement plan consulting fees have a maximum of 1.50% for asset-based fees.
Areas of Practice
Location
6600 Peachtree Dunwoody Rd., Embassy Row 600, Suite 575, Atlanta, GA, 30328
