Worchestershire Financial offers portfolio management services based on clients' individual goals, objectives, and risk tolerance. They create investment plans and manage investments in mutual funds, stocks, bonds, ETFs, and other securities. As part of their quarterly fee, they also provide general financial planning advice on retirement, education, and estate planning.
Assets Under Management$4.8M
Clients5
Advisors1
Avg. per Client$960K
Avg. per Advisor$4.8M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable depending on the client's needs and complexity. The firm may charge a fixed fee (not exceeding $3,000/quarter) for managing variable annuities through Prudential Annuities.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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