WorthPointe provides investment management through its WM Program, using model portfolios of mutual funds and ETFs. They also offer financial consulting services covering business planning, retirement, estate planning, and more. WorthPointe relies on information provided by clients and their advisors, and recommends clients use custodians like Schwab or Altruist.
Assets Under Management$890M
Clients509
Advisors10
Avg. per Client$1.7M
Avg. per Advisor$89M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
WorthPointe's WM Program charges an advisory fee based on either your total assets managed by WorthPointe or your household net worth. The maximum annual fee is 1.00% of assets under management or 0.40% of household net worth. Clients using third-party advisors may have additional fees. Fees are calculated and paid quarterly in advance.
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