Allworth Financial is a registered investment advisor that offers personalized asset management, financial planning, and retirement consulting services primarily to individual retail clients. Allworth Financial creates customized investment strategies using a mix of individual stocks, bonds, mutual funds, exchange-traded funds, and private funds tailored to each client's risk tolerance and financial goals. The firm specializes in retirement planning and wealth management, offering comprehensive financial plans that cover cash flow, insurance, investments, taxes, and estate planning. Allworth Financial also provides specialized advisory services for airline employees and qualified retirement plan consulting for employers.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum fee is 2.00% per year, subject to a $2,500 annual minimum fee. Fees are negotiable and can vary based on specific client circumstances.
