WorthWhile Wealth Council provides integrated financial planning and asset management services. They work with dedicated savers, high earners, high net worth individuals, foundations, retirement plans, and plan participants. They offer customized portfolios and encourage client engagement in the investment decision-making process. Their specialty areas include young career pursuers, executives, women, physicians, business owners, inherited wealth recipients, and retirees.
Fee Structure
WorthWhile Wealth Council's investment advisory fees are either 1.0% or 1.3% per year, depending on the service level agreed upon. The fee is based on the value of the account at the beginning of each quarter, and one-fourth of the annual rate is assessed in advance. For smaller accounts where financial planning is the primary focus, they offer a bundled service with an annual subscription fee of $1,000, billed quarterly, until the account reaches $100,000. Fees for held away accounts range between 0.50% and 1.0% per year.
