Worrell Advisory Services offers advice on cash flow, debt management, risk management, retirement planning, education funding, and estate planning. They also provide investment consultation services. Financial planning is customized to the client's situation and can be broad-based or focused on specific areas. Investment management services are available, where they develop a portfolio based on the client's financial situation and goals.
Fee Structure
Worrell Advisory Services uses Goldman Sachs Custody Solutions and Altruist Financial LLC for investment management. The annual fee ranges from 0.25% to 2.00% of the account's assets. Worrell Advisory Services receives between 0.00% and 1.75% of this total fee, which will be detailed in your agreement. Fees are paid monthly in arrears, based on the average daily balance of your accounts.