Advisory Services Network
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,619,812,562
Total clients
11,603
15% high-net worth
Total advisors
208
of 215 employees
Firm size
Enterprise
51-2,000 advisors or $10B+ in AUM
Average clients per advisor
56
Average account size
$742,895
Client services
Fee options
Fixed fees for financial planning and investment consulting services range from $1,000 to $40,000 per plan or service.
$0 - $500,000: 2.25% $500,001 - $2,000,000: 1.75% $2,000,001 - $5,000,000: 1.50% $5,000,001+: 1.25%
IARs may receive commissions from securities transactions, insurance products, and futures/commodities products separate from advisory fees.
Hourly fees for financial planning and investment consulting services range from $150 to $400 per hour.
Monthly subscription fees for advice services range from $35 to $250 per month.
Account minimum: $25,000 Fee-only: Fees for portfolio management services are charged on a fee-only basis; financial planning fees charged hourly ($150-$400/hour) or fixed ($1,000-$40,000 per plan); investment consulting fees charged hourly ($150-$400/hour) or fixed ($1,000-$40,000 per service); monthly subscription fees from $35 to $250 per month; retirement plan consulting fees charged on fixed fee or asset-based up to 1.50% maximum annual fee.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Advisory Services Network
900 Ashwood Parkway, Suite 500
Atlanta GA 30338, United States
Number of offices
85
Quick links
Advisors at this firm
Joshua F
Series 65, Series 66
Atlanta, GA
Advisory Services Network
Jordan B
Series 66
Birmingham, AL
Advisory Services Network
Shannon V
Series 65
Atlanta, GA
Advisory Services Network
Justin C
Series 65
Atlanta, GA
Advisory Services Network
Jason B
Series 65
Denver, NC
Advisory Services Network
Clifford H
CFP®, Series 63, Series 66
Alpharetta, GA
Advisory Services Network
Inderjit S
Series 66
Princeton, NJ
Advisory Services Network
William H
CFP®, Series 63
Richmond, TX
Advisory Services Network
Jesse J
Series 66
Atlanta, GA
Advisory Services Network
Wallace M
Series 63, Series 65
Atlanta, GA
Advisory Services Network
Erikson A
CFP®, Series 63, Series 65
Swansea, MA
Advisory Services Network
Chelsie C
Series 65
Newburgh, ME
Advisory Services Network
Craig S
Series 63, Series 66
Camden, SC
Advisory Services Network
William G
Series 63, Series 66
Camden, SC
Advisory Services Network
Jason R
CFP®, Series 66
Atlanta, GA
Advisory Services Network
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