You chose independence for the flexibility and freedom to truly fulfill your fiduciary responsibility: to always do what is in the best interest of your clients. We share and respect that choice.
As an independent advisor, you have options. That's exactly why we work to earn your business every day; and why we support you at every stage, from your first account as an IAR to owning your own RIA. We even built a Legacy Plan that pays a surviving beneficiary for the business you've built. Just as you commit to your clients for the long term, we view you as our client.
We protect the relationship between you and your clients. That's why we don't ask you to sign a non-compete or non-solicitation agreement. If you ever leave, your book comes with you. That's the whole model.
Our open architecture is completely free of any proprietary investment solutions. Choose from 80+ unaffiliated money managers or build your own portfolios.
You choose your fee structures and your custodians. We are committed to earning your loyalty every day.
We work with you every step of the way, from starting with no assets as an IAR to administering your own RIA. If that's your goal, we handle the filing, compliance, and administration.
Not because of our staff size or AUM, but because of how we approach every situation. Whether it's our Operations Officer or our President, we get involved to help you grow. We have the dexterity to pivot and ensure you get the business.
You should never feel you can't come to us with a proposal or idea. At the executive level, we're always looking to improve, adding new products, lowering fees through more aggressive custodian and manager agreements. We tirelessly work to be better for you.
Yes. Your client relationships belong to you. Our transition team and custodian partners assist with mass account transfers to reduce friction.
Independence, payout structure, and flexibility. At a broker-dealer, advisors are constrained to that BD's models and arbitrary policy changes. At FAN, you control all of those levers.
No. FAN Advisors does not dictate how you run your business. Nobody knows a client's situation better than their advisor. We leave that directing to you.