Advisornet Wealth Partners
AdvisorNet Wealth Partners, established in Minnetonka, MN, offers discretionary and non-discretionary investment management services through their Wrap Fee Program. Clients pay a negotiable annual fee based on a percentage of assets under management, inclusive of various services. The firm acts as the portfolio manager, providing services tailored to each client's investment objectives. Investment strategies include technical analysis, behavioral finance, fundamental analysis, and Modern Portfolio Theory. Clients have access to a wide range of investments, including mutual funds, securities, and fixed income securities. The firm discloses potential conflicts of interest, such as recommending specific broker-dealers and receiving benefits from custodians. Clients are encouraged to review financial planning issues annually and can contact the Chief Compliance Officer with any questions. The firm does not accept performance-based fees and maintains a Code of Ethics to prevent the misuse of material non-public information. Clients are provided with regular account statements and transaction confirmations. For any inquiries, clients can contact the Chief Compliance Officer at AdvisorNet Wealth Partners.
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