Worth Financial Group offers portfolio management services tailored to each client's needs. They gather information about your financial situation, investment goals, and risk tolerance to recommend a suitable investment strategy. Worth reviews and adjusts portfolios to align with your objectives and any restrictions you set. Worth Financial Group is also a broker-dealer and insurance agency.
Fee Structure
Worth Financial Group charges fees based on a percentage of the value of your portfolio. This percentage is negotiated between you and your advisor. The fee is calculated monthly and deducted from your account the following month. There is a minimum account value of $25,000, but Worth may waive this. There is also a minimum annual fee between $500 and $600. Worth Investment Advisor Representatives may charge a fixed annual rate not to exceed 2.0% (or 0.40% to 1.00%, but not to exceed 2%).