Worthscape provides investment management services to individuals, trusts, and estates. Worthscape does not offer asset allocation, risk assessment or financial planning services. Worthscape manages portfolios in a similar manner regardless of individual client objectives, primarily investing in common stocks of US companies. Clients may impose written restrictions on their portfolios, but this may affect performance.
Assets Under Management$88M
Clients28
Advisors1
Avg. per Client$3.2M
Avg. per Advisor$88M
Fee Structure
Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10.0M - $20.0M | 1.25% |
| $20.0M - $45.0M | 1.00% |
| $45M+ | 0.75% |
Worthscape may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where Worthscape deems it appropriate under the circumstances. Minimum annual fees may apply.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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