Worthique LLC provides investment management and financial planning services. Worthique develops investment plans based on clients' goals and risk tolerance, primarily advising on stocks, bonds, mutual funds, and ETFs. Financial planning services include business planning, cash flow and debt management, college savings, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. Worthique offers ongoing and project-based financial planning.
Assets Under Management$760K
Clients3
Advisors1
Avg. per Client$250K
Avg. per Advisor$760K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
The fee for Investment Management services is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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