Worthy Financial Services offers investment advice and portfolio management services to individuals, high net-worth individuals, trusts, estates, charitable organizations, corporations, and business entities. They provide these services on a discretionary basis, meaning they can make trades without asking you first. They also offer consulting services for a fixed fee, covering areas like retirement analysis, tax liability estimates, and estate analysis.
Assets Under Management$28M
Clients84
Advisors1
Avg. per Client$330K
Avg. per Advisor$28M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for accounts over $10,000,000. The fee from the previous tier (1.0%) is used as the starting point for negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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