Wealth Advisors Network, Inc
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Overview
Wealth Advisors Network, Inc is a financial advisor firm headquartered in Hastings, Nebraska. The company has $220.1 million in assets over 665 customer accounts, making it a mid-tier financial advisory firm in the United States by assets under management (AUM). Wealth Advisors Network, Inc has a small group, including 12 financial advisors. Wealth Advisors Network, Inc is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer company to do so. Securities are defined as tradable financial assets like options, bonds and equities.
Wealth Advisors Network, Inc administers most of the company's client assets in a discretionary manner. Discretionary management signifies that a portfolio manager has the discretion to make transaction judgments for the client's account without requiring client permission. It also oversees 56 non-discretionary accounts totaling $29.2 million in AUM. The investment advisory firm administers roughly $330,925 in assets for each account. An average financial advisor at Wealth Advisors Network, Inc oversees about 55 client accounts, making it about average in terms of personalization.
The company's headquarters is located at 201 Foundation Place Ste 100, Hastings, Nebraska 68901. The company is registered to provide services to customers across a number of states, including Arizona, New York, Pennsylvania, Colorado, Nebraska and Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Wealth Advisors Network, Inc by the Numbers
$220.1 million
12
665
$330.9 thousand
Products and Services
Wealth Advisors Network, Inc provides multiple financial services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. In the prior financial year, it provided 1-10 of its clients with financial planning services. The firm is involved in selling products or offering services other than investment advisory services to its clients.
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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Find a firm that offers this service
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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Find a firm that offers this service
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 are based on the services offered. However, fees billed by the firm most likely are comprised of the following fee types: asset-based, fixed or other. The company does participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
Wealth Advisors Network, Inc caters to retail investors, high net worth investors and corporations. Out of its 665 accounts, Wealth Advisors Network, Inc's biggest client by number of accounts is retail investors, although it also caters to 10 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 in AUM or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 2.65%
- Other Individuals - 95.23%
- Corporations - 2.12%
- Charitable Organizations - 0%
* 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
Wealth Advisors Network, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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