Worthview Capital Management LLC offers discretionary portfolio management services tailored to individual client needs and investment objectives. They invest in various securities, including equities, bonds, and digital assets. Clients grant Worthview Capital Management discretionary authority to manage their accounts, but can set restrictions in writing. Worthview Capital Management may invest client assets according to model portfolios developed by an unaffiliated investment manager.
Assets Under Management$27M
Clients20
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$27M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.20% |
Advisory fee is negotiable, depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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