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 can leave and take your clients with you at any time. We know that. It's exactly why we work hard every day to earn and retain your business, and to give you the best possible investment advisory platform.
We feel it is our responsibility to work for you. Just as you are committed to your clients, we view you as our client.
You own the client relationship. If you leave, your clients come with you. We built our entire model around this truth.
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.
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.