WorthPointe offers discretionary investment management and financial consulting services to individuals, high net worth individuals, corporations, and pension plans. Founded in 2007 and with offices in California, Texas, and Wyoming, the firm builds customized portfolios primarily using mutual funds and exchange-traded funds, grounded in Modern Portfolio Theory. For investment management, clients can choose between fee schedules based on the value of their portfolio or household net worth. In addition to investment management, WorthPointe provides financial consulting covering business planning, retirement planning, cash flow forecasting, tax-related investment coordination, estate planning, and risk management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is 1.00% for asset-based clients. Alternatively, clients may choose a net worth-based fee schedule with a maximum annual rate of 0.40%. Fees are negotiable.