Worthington Capital Management provides investment management services to pooled investment vehicles, specifically the Worthington Convergence Fund. They manage the fund based on the objectives outlined in the fund's documents, not individual investor needs. Worthington may refer clients to Steel Grove Capital Advisors for wealth management services.
Assets Under Management$33M
Clients2
AdvisorsN/A
Avg. per Client$16M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Worthington Capital Management receives a management fee for managing the Funds, paid monthly. This fee is generally 1% per year of the net asset value of each investor's capital account. Worthington may also receive incentive-based compensation up to 15% of the Funds’ net profits per year.
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