FAN Advisors Business Service Fee

The FAN Advisors Business Service Fee covers a wide range of benefits and features designed as a full-service support system for building and growing your investment advisory business. When compared to other firms, for a very competitive $100 per month you have access to a long list of administrative benefits to include:

riskalyze logo

Full Riskalyze Subscription:

Your Business Service Fee includes a full subscription to riskalzye with personalized branding and full marketing capabilities. This subscription allows you to access all available riskalyze products to include:

FAN Advisors has integrated its online Risk Tolerance Questionnaire to automatically create a Client Proposal on the riskalyze system.

salestrakr logo

SalesTrakr Client Relationship Manager:

Through our special partnership with Salestrakr CRM you have access to a user-friendly web-based Client Relationship (CRM) application that delivers full client contact and management features. Two (2) separate systems are available for your use:

  1. The FAN Advisors Proprietary System is an electronic record keeping system that is used for all investment advisory business. The system is fully integrated to provide all required compliance functions, client documents and ongoing requirements. This provides you with a paperless system that protects your business and ensures your compliance with all regulatory requirements.
  2. The optional Personal System which is a fully functional, stand-alone CRM system that can be used for any other business activities other than your dedicated investment advisory business.
icon of a briefcase

Licensing Fees and State Appointments:

Your Business Service Fee also covers the cost of ALL regulatory appointment expenses and includes:

icon of a phone with a message

Google G-Suite:

The entire Google G Suite is available to you as part of your business service package. Gain access to a professional email address via the @fanria.com domain name as well as access to the following Google G-Suite tools:

Monthly Business Service Fee

The MONTHLY Business Service Fee of $100 is required to maintain your Appointment with FAN Advisors.

Click on the link below to establish your automated Recurring $100 Monthly Business Service Fee.