Advisory Services Network
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Overview
Advisory Services Network is located at 6600 Peachtree Dunwoody Rd., Atlanta, GA. The firm employs 208 financial advisors to manage client portfolios and provide financial guidance. Advisory Services Network is not a registered broker-dealer.
Advisory Services Network oversees $6.8 billion in assets under management across 24,286 accounts, of which 24,013 are discretionary and 273 are non-discretionary. Over the past year, the firm has provided financial planning services to between 51 and 100 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The firm caters to retail investors, high net worth investors, pension plans, charitable organizations, state or municipal government entities, and corporations, with retail investors being the largest client type by accounts. The fee structure at Advisory Services Network includes asset-based, hourly, and fixed fees. The firm has 1,275 high net worth clients.
Advisory Services Network is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, and Wisconsin.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Advisory Services Network by the Numbers
$6.8 billion
215
24,286
$280.8 thousand
Products and Services
Advisory Services Network provides a variety of services, which can include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. In the last financial year, Advisory Services Network provided 51-100 of its customers with financial planning services. The Company is not involved in selling products or offering services apart from investment advisory services to its investment advisory accounts.
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 largely vary depending on the services provided. Fees billed by Advisory Services Network can include some blend of 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 Advisory Services Network.
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 manages money for a number of different clients. The company works with retail investors, high net worth investors, pension plans, charitable organizations, state or municipal government entities, and corporations. Out of its 6 clients, Advisory Services Network's largest client type by number of accounts is retail investors, but it also caters to 1275 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of more than $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 8.71%
- Other Individuals - 89.77%
- Corporations - 1.48%
- Charitable Organizations - 0.04%
* 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
Landrum, SC
Atlanta, GA
Souderton, PA
Camden, SC
Tampa, FL
San Antonio, TX
Atlanta, GA
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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