Financial Advisor Network, Inc.

Financial Advisor Network, Inc., established in 1992 by John Trotta, is a registered investment adviser based in New York. The firm manages client accounts on a discretionary basis, utilizing Investment Policy Statements tailored to client objectives. With approximately $146 million in client assets as of December 31, 2024, the firm offers services such as retirement planning, tax preparation, and accounting. Clients are charged asset-based fees ranging from 0.50% to 1.25%, billed in advance covering a four-month period. The firm does not engage in wrap fee programs and treats cash as an asset class. Investment strategies include long-term buy/hold strategies with a focus on individual stocks and index funds. Clients must have a minimum account size of $250,000 per household to open an account. Financial Advisor Network, Inc. acts as a fiduciary when recommending retirement plan rollovers, ensuring clients' best interests. The firm does not charge performance-based fees and provides portfolio management services to individuals and high net worth individuals. Clients have investment discretion, with the firm reviewing accounts regularly and voting client securities. The firm's Chief Compliance Officer, Sandra D’Andrea, oversees compliance. John Trotta, Leslie A. Braun, and David Siegfried are affiliated with the firm, providing accounting services alongside advisory services. The firm's fee structure, investment strategies, and commitment to client interests are detailed in its brochure.