FAN Advisors does not dictate how you run your business. We leave the directing of client assets to you, the advisor. Nobody knows a client's situation and their investment strategy better than their advisor.
Goldman Sachs is not a typical RIA custodian, and that's intentional. While most custodians offer standard brokerage, Goldman Sachs opens access well beyond what advisors normally see.
Interest-only payment options at rates well below typical margin, liquidity without triggering a securities sale or a margin call.
Direct bond access through Goldman Sachs's dedicated desk, not just standard brokerage offerings.
Access via Goldman Sachs and iCapital, typically reserved for much larger firms. At FAN, this is standard.
Yes. Depending on your situation and the size of your AUM transfer, we can structure an upfront lump-sum, an increased payout rate over a defined period, or a flat rate per million of AUM that transfers. We'll walk through all three with you.
Payouts range from 65% to 90% of the client advisory fee, depending on your total AUM. Unlike most broker-dealers that calculate payouts on gross revenue, we base payouts on AUM, so you are never penalized for discounting or waiving a fee for select clients.
Individual stocks and equities, options, private equity and alternatives via Goldman Sachs and iCapital, structured notes, fixed income through a dedicated GS desk, IPOs, money market funds and CDs, and cash management: institutional-grade access typically reserved for much larger firms.