Worth Asset Management offers investment management and financial planning services, including advice on insurance and estate planning. Worth tailors its advice to each client's needs, considering their financial situation, investment goals, and risk tolerance. Worth may recommend sub-advisors to manage portions of client accounts. Worth also has a relationship with DPL Financial Partners to assist in providing insurance services.
Fee Structure
Worth Asset Management's investment management fees are calculated as a percentage of the value of your account, either at a fixed annual rate or a floating annual rate, and are billed monthly.
Fixed Annual Rate:
- 0.80% to 1.5%
Floating Annual Rate:
- $0 - $250k: 1.25%
- $250k - $1m: 1%
- $1m - $2m: 0.90%
- $2m - $3m: 0.80%
- $3m - $4m: 0.70%
- $4m+: Dependent on services offered
There is a $300 minimum annual fee. Fees are negotiable based on factors such as the amount of assets being managed and the level of service.
