Networth Advisors provides ongoing portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client to guide asset allocation and selection. Networth Advisors may also select model portfolios managed by third-party investment advisors through AE Wealth Management. They also offer financial planning covering investments, insurance, taxes, retirement, education, healthcare, and legacy planning. Networth Advisors also participates in a radio show and TV clips.
Assets Under Management$190M
Clients405
Advisors6
Avg. per Client$460K
Avg. per Advisor$31M
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Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2M+ | 1.25% |
When selecting model portfolios for client assets, Networth Advisors will receive at least 1% of the total annual fee with the remainder paid to AE Wealth Management. The annual fee is negotiable.
Fee Estimator
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Estimated Annual Fee
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