Worthington Wealth Management offers investment advice and financial services, including reviewing client investment goals, recommending asset allocation strategies, and preparing written investment strategies. The firm provides both discretionary and non-discretionary investment advisory services through managed account programs. They also offer insurance products through a related company.
Assets Under Management$130M
Clients138
Advisors3
Avg. per Client$930K
Avg. per Advisor$43M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and may be lower than the standard fee. Consulting services are included in asset management fees, except for unique circumstances that may require a separate agreement for financial planning services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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