Worthen Financial Advisors
Assets Under Management
$30.9M
Number of Clients
87
Number of Advisors
1
Average Client AUM
$356K
AUM per Advisor
$30.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Worthen Financial Advisors offers investment management on a non-discretionary basis, financial planning, and consulting services. They create portfolios using mutual funds and ETFs, and may recommend third-party managers. They also provide advisory services to participant-directed employee retirement benefit plans. Financial planning includes income and estate tax planning, retirement planning, and insurance analysis.
Fee Structure
Minimum Investment:$250K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1000K | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.50% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
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Location
104 Melody Lane, Friendswood, TX, 77546
