Advisory Services Network
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Overview
Advisory Services Network operates as an advisory firm located in Atlanta, Georgia. Advisory Services Network handles $5.8 billion in assets throughout 22,847 accounts, placing it among the largest investment advisory firms in the nation by assets under management (AUM). The firm has a large group, including 205 financial advisors. Advisory Services Network does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are defined as tradable financial investments such as bonds, options and stocks.
Advisory Services Network administers most of the firm's client assets in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make buy and sell choices without needing to seek the customer's approval. It also administers 295 non-discretionary accounts with a total of $84.9 million in assets under management. The investment advisory firm oversees about $252,653 for each client account. The average financial advisor at Advisory Services Network manages around 111 client accounts.
The company's headquarters is at 6600 Peachtree Dunwoody Rd., Atlanta, Georgia 30328. The firm is legally registered to provide services to investors throughout 48 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Advisory Services Network by the Numbers
$5.8 billion
212
22,847
$252.7 thousand
Products and Services
Advisory Services Network offers a variety of financial services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. In the prior fiscal year, it provided financial planning services to 51-100 of its accounts. Advisory Services Network is not engaged in selling products or offering services apart from investment advice to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees usually are based on which services the firm provides the client. Fees charged by the company can include the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are provided by the company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company does business with a broad range of customers. Advisory Services Network caters to retail investors, high net worth investors, pension plans, charitable organizations, state or municipal government entities and corporations. Out of its 22,847 customers, Advisory Services Network's biggest client by number of accounts is retail investors, but it also serves 656 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the firm's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 6.34%
- Other Individuals - 91.95%
- Corporations - 1.51%
- Charitable Organizations - 0.2%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Advisory Services Network does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Advisory Services Network
Atlanta, GA
Atlanta, GA
Eagle River, AK
Atlanta, GA
Atlanta, GA
Tampa, FL
Portage, MI
Atlanta, GA
Orlando, FL
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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