Worcester Advisors was established in 1994. The firm develops investment programs tailored to each client's business, personal, or family goals, using sound investment strategies. Worcester Advisors offers investment advisory services, security analysis, execution of trades, capital gain/loss reporting, monthly asset position statements, performance measurement, and financial planning.
Assets Under Management$110M
Clients218
Advisors4
Avg. per Client$510K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees may be negotiated for accounts over $20,000,000 or at a flat rate. Not-for-profit accounts receive a 20% discount.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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