Women’s Worth Advisors (WWA) provides financial planning, non-discretionary investment management, qualified plan consulting, and financial consulting services. WWA works with individuals, high net worth individuals, families, trusts, estates, businesses, and charities. Financial planning is integrated into the investment management process, focusing on understanding clients' financial positions, goals, and risk tolerance to develop suitable investment strategies. WWA also offers Money Management Wellness, a quarterly financial checkup.
Assets Under Management$23M
Clients51
Advisors1
Avg. per Client$440K
Avg. per Advisor$23M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Investment management fees may be negotiated, depending on the individual client(s) needs and circumstances. Fees above $5,000,000 are negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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