Ashworth Wealth provides investment advisory services to individuals and other clients. They offer comprehensive wealth management, which includes asset management and financial planning, using third-party money managers. They also offer financial planning and consulting services on a flat fee or hourly basis, as well as retirement plan consulting services to employer plan sponsors.
Fee Structure
Ashworth Wealth does not directly manage your investments. Instead, they recommend third-party money managers who will manage your portfolio. The total annual advisory fee will not exceed 2.00%, a portion of which is paid to Ashworth Wealth by the third-party manager. Ashworth Wealth's portion will never be more than 1.25% per year. The exact fee and billing cycle will be detailed in the agreement with the third-party manager.