WorthyNest provides investment management and financial planning services to families, entrepreneurs, and high-net-worth individuals. Financial planning covers cash flow, education funding, employee benefits, estate planning, insurance, investments, retirement, and tax strategies. WorthyNest also offers accounting, bookkeeping, and consulting services to small businesses. Investment management is non-discretionary, meaning WorthyNest needs client approval before making any trades.
Assets Under Management$14M
Clients18
Advisors1
Avg. per Client$800K
Avg. per Advisor$14M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 0.85% |
| $1.5M - $3.0M | 0.65% |
| $3M+ | 0.65% |
Fees negotiable for accounts above $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...