Worth Financial Group provides personalized portfolio management services for individuals and high-net-worth clients. Founded in 1983 and operating as both a registered investment advisor and a broker-dealer, Worth tailors investment strategies to each client's specific financial situation, risk tolerance, and time horizon. The firm manages assets on a discretionary basis, meaning professionals make trading decisions on behalf of clients using customized portfolios. Worth works with independent custodians such as National Financial Services and Charles Schwab to hold client accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Representatives may charge a fixed annual rate not to exceed 2.0% (commonly ranging between 0.40% and 1.00%). Fees are negotiable and calculated monthly in arrears.