Net Worth Advisors helps clients determine their financial situation, goals, and risk tolerance to recommend suitable third-party investment managers. Net Worth does not directly manage investments. They consult with clients on changes to their financial situation and monitor model portfolios, recommending changes as needed. Net Worth representatives also offer insurance and securities products through other firms, creating a potential conflict of interest.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. The table reflects the maximum combined fees charged for the services of Net Worth and the third-party manager selected (but not transactional fees or internal advisory and operational fees and costs of investment vehicles, such as mutual funds).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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