NetWorth Asset Management is a registered investment advisor that provides ongoing investment advice based on a client's individual needs and goals. NetWorth develops a personal investment policy and manages a portfolio based on that policy, utilizing model portfolio asset allocations. NetWorth manages accounts on a discretionary basis. They may also provide additional advice on financial planning issues, but do not consider themselves a financial planner.
Assets Under Management$100M
Clients251
Advisors3
Avg. per Client$410K
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $750K | 1.50% |
| $750K+ | 1.15% |
Fee structure is negotiated within the range of the above referenced fee schedule, on a client-by-client basis. Discounts, not generally available to our advisory clients, may be offered to family members and friends.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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