Net Worth Solutions manages investment portfolios for individuals, high net worth individuals, trusts, and businesses. The firm operates on a discretionary basis, meaning they have the authority to make trades in your accounts without asking first, based on your agreed-upon goals and risk tolerance. Net Worth Solutions focuses on building cost-efficient, well-diversified portfolios using index funds, exchange-traded funds, and mutual funds. They also monitor and advise on workplace retirement accounts like 401(k) plans through external technology platforms. Founder Stephen Davis is also a registered tax professional and operates a separate tax preparation business, allowing him to coordinate investment strategies with tax planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1M+ | 0.25% |
Fees are calculated and billed quarterly in arrears.