Worth Wealth Advisors offers customized wealth management services, combining investment management and financial planning for individuals, high net worth individuals, trusts, estates, and businesses. Worth Wealth Advisors works closely with clients to understand their financial situation, goals, and risk tolerance in order to build personalized portfolios consisting primarily of individual stocks, exchange-traded funds, and structured notes, alongside other investments like bonds and mutual funds when appropriate. The team focuses on long-term strategies while actively monitoring and rebalancing portfolios as needed. Financial planning services are integrated into wealth management relationships, covering retirement planning, personal savings, education funding, and insurance needs. Worth Wealth Advisors operates as a registered investment advisor based in Fort Worth, Texas.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.70% |
Fees may be negotiable at the sole discretion of the advisor. Fees take into consideration aggregate assets under management with the advisor.