Networth Asset Management, INC
Assets Under Management
$102.9M
Number of Clients
251
Number of Advisors
3
Avg. Portfolio per Client
$410K
Avg. Managed per Advisor
$34.3M
Compensation
Fee-Only (% of Portfolio)
About This Firm
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.
Fee Structure
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
Areas of Practice
Location
FL, United States