The Worley Banks Group offers investment advice tailored to clients' needs, including asset allocation strategies using stocks, bonds, mutual funds, and annuities. They also provide financial planning consulting services, such as risk management and estate planning. The firm manages investments with discretion and helps clients determine the suitability of managed account programs.
Assets Under Management$180M
Clients749
Advisors2
Avg. per Client$250K
Avg. per Advisor$92M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.75% |
| $4M+ | 0.75% |
Fees negotiable for accounts over $4,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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