NetWorth Financial Services offers financial planning and investment management services. Financial plans cover investment planning, retirement income, and estate planning. Investment advice includes stocks, bonds, exchange traded funds, and mutual funds. Services are tailored to individual client needs and goals.
Assets Under Management$120M
Clients105
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$61M
www.facebook.com/networthfinancialservices ·www.networthfs.com ·www.linkedin.com/in/reagan-curl-61108216
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.25% |
| $750K - $1000K | 1.10% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.65% |
| $6.0M - $7.0M | 0.60% |
| $7M+ | 0.60% |
Fees negotiable for accounts over $7,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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