Net Worth Advisory Group, LLC
Assets Under Management
$718.4M
Number of Clients
796
Number of Advisors
12
Average Client AUM
$902K
AUM per Advisor
$59.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Net Worth Advisory Group offers financial planning, investment portfolio advice, and referrals to third-party advisors. Services begin with a financial plan based on the client's profile, risk tolerance, and goals. Investment accounts are managed on a discretionary or non-discretionary basis using various investment vehicles.
Fee Structure
Minimum Investment:$100K
Minimum Annual Fee:$1,000
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation Planning
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Location
75 W. Towne Ridge Parkway, Suite 460, Sandy, UT, 84070
