Allworth Financial offers financial and wealth planning and investment management services. Services include asset management through a wrap fee program and a non-wrap fee program, variable annuity sub-account management, and financial planning. Allworth also provides qualified plan consulting services, newsletters, podcasts, and seminars. Allworth specializes in retirement planning, investment, and wealth management.
Fee Structure
Allworth Financial offers investment management services through a wrap fee program and a non-wrap fee program. You'll pay a percentage of your portfolio each quarter, billed in advance. The exact percentage depends on the type and amount of your investments. There's a $2,500 minimum annual fee. The maximum fee charged is 2.00%. The wrap fee covers advisory services and most trade execution fees. The non-wrap fee program covers advisory services, but does not include trade execution fees.
