Worthen Financial Advisors manages investment portfolios for individuals, high net worth individuals, trusts, businesses, and qualified retirement plans. Worthen also offers ongoing financial planning and monitoring services through a subscription-based membership. Worthen may recommend third-party investment advisors and software to clients.
Assets Under Management$31M
Clients87
Advisors1
Avg. per Client$360K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1000K | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.50% |
All accounts for members of the client’s family (husband, wife, and minor children) or related businesses may be assessed fees based on the total balance of all accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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