NetWorth Asset Management is a registered investment advisor based in Florida, with additional offices in Pennsylvania and Minnesota. NetWorth offers continuous investment advisory services to individuals, trusts, corporations, and retirement plans. NetWorth works with clients to understand their personal circumstances and financial goals, establishing a tailored investment policy and managing portfolios on a discretionary basis using model asset allocations. NetWorth utilizes mutual funds, variable annuities, and brokerage platforms such as Altruist and Equity Trust Company to implement investment strategies. NetWorth monitors accounts regularly and reviews them at least annually. NetWorth does not consider itself a provider of general financial planning services beyond the scope of its investment advisory engagements, though it may offer incidental opinions on broader financial matters. NetWorth also offers consultation services on specific investment and financial matters.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $750K | 1.50% |
| $750K+ | 1.15% |
Fees and account minimums are negotiable based on client circumstances, complexity, and assets. Discounts may be offered to family and friends.