Worth Advisors provides financial planning and investment management services. Worth offers both discretionary and non-discretionary asset management. Worth also provides services to retirement plans. Worth's Managing Member is an insurance agent and sells insurance products. Financial plans cover estate planning, investments, taxes, and insurance.
Assets Under Management$230M
Clients466
Advisors6
Avg. per Client$500K
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Worth Advisors offers investment management services where fees will not exceed 2% annually. The fee may be negotiable, and accounts within the same household may be combined for a reduced fee. Fees are billed quarterly in advance based on the value of your portfolio. If you cancel your account mid-quarter, you'll receive a pro-rated refund.
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