Net Worth Solutions manages investment accounts for clients, making buying and selling decisions on their behalf. Net Worth Solutions aims to manage cost-efficient, well-balanced, and diversified client accounts using index-based or actively managed stock and bond mutual funds and ETFs. Investment decisions are based on the client's financial situation, goals, risk tolerance, and return objectives.
Assets Under Management$49M
Clients59
Advisors1
Avg. per Client$830K
Avg. per Advisor$49M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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