Assets Under Management
$885.6M
Number of Clients
509
Number of Advisors
10
Average Client AUM
$1.7M
AUM per Advisor
$88.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
WorthPointe offers discretionary investment management through its WM Program and financial consulting services. They tailor investment strategies based on client needs and objectives, using model portfolios implemented through mutual funds and ETFs. They may engage subadvisers or third-party managers. Financial consulting addresses various planning needs.
CA, United States