WorthWise Financial Partners, LLC (WWFP) manages investment portfolios based on clients' individual needs and goals. WWFP also offers project-based financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. WWFP also offers ongoing comprehensive financial planning services.
Assets Under Management$23M
Clients34
Advisors1
Avg. per Client$680K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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