Financial Advisors Network, INC.
Assets Under Management
$954.0M
Number of Clients
809
Number of Advisors
11
Average Client AUM
$1.2M
AUM per Advisor
$86.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Financial Advisors Network manages assets for various clients, offering a wrap fee program that combines investment advisory services and custodial transaction costs into a single fee. They provide comprehensive portfolio management, including financial planning and consulting, to help clients meet their financial goals. The firm uses fundamental, technical, and cyclical analysis to formulate investment advice.
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
Location
1432 Edinger Avenue, Suite 200, Tustin, CA, 92780