Andrew Fonda is a registered investment advisor at Net Worth Advisory Group, LLC, based in Sandy, UT. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 796 clients with $720M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Net Worth Advisory Group's fees are a percentage of the value of your portfolio, typically between 0.50% and 1.50% per year. The exact fee depends on the size of your portfolio and the investment strategy you choose. These fees are for advisory services only and don't include transaction fees charged by the brokerage firm. Advisors may reduce or waive advisory fees for related people of the firm, household members of the related person, and/or friends of the Adviser. Advisors reserve the right to discount fees as outlined and agreed upon in the Investment Advisory Agreement.
Location
75 W. Towne Ridge Parkway, Suite 460, Sandy, UT, 84070
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Current Registrations
Net Worth Advisory Group, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.