Know Your Worth Financial manages individually tailored investment portfolios and provides project-based, hourly, and ongoing financial planning services. Know Your Worth Financial creates personal investment policies based on client goals, risk tolerance, and tax considerations, often utilizing third-party money managers such as XY Investment Solutions. For investment management, Know Your Worth Financial charges a tiered percentage of the value of your portfolio. For ongoing financial planning, Know Your Worth Financial charges an upfront onboarding fee followed by a monthly retainer. Project-based planning is available for a fixed fee or an hourly rate. The firm specializes in retirement planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, risk management, and tax planning strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.30% |
| $1M+ | 0.25% |
Fees are calculated based on the average daily balance over the previous quarter. Third-party manager (XYIS) option is available at higher rates (0.60% up to $1M, 0.55% above $1M).
