Worth Asset Management provides investment supervisory services, asset management, and financial planning for individuals, high net worth individuals, trusts, and retirement plans. Worth offers personalized portfolio allocations, cash management, distribution planning, and insurance reviews covering life insurance, long-term care, disability, and annuities. The firm tailors its advice to each client's specific financial situation, risk tolerance, and time horizon, and permits clients to impose reasonable restrictions on their investments. Worth may also utilize sub-advisors and turnkey asset management programs to assist with portfolio management and back-office operations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4M+ | 0.70% |
Firm also lists a fixed annual rate schedule ranging from 0.80% to 1.50% and an alternative floating schedule ranging from 0.75% down to 0.20%. Fees are negotiable.
