Worch Financial Group offers financial planning services covering investments, insurance, taxes, retirement, college, and debt. They also refer clients to third-party money managers like Clark Capital and Savos, receiving a fee share for these referrals. Worch Financial Group limits its investment advice to mutual funds, equities, bonds, ETFs, real estate, hedge funds, and other securities.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.75% |
These fees are charged by the third-party money managers that Worch Financial Group refers clients to. Worch Financial Group receives a portion of this fee from the money manager. Total fees charged will not exceed 3% annually for investment advisory services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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