Wentworth Wealth Group is a registered investment advisor based in Rockford, Michigan, founded and led by Andrew Wentworth. The firm specializes in ongoing portfolio management tailored to each client's specific goals, time horizon, and risk tolerance. Wentworth Wealth Group creates a personalized Investment Policy Statement for every client and primarily utilizes exchange-traded funds, mutual funds, equities, fixed income securities, and real estate investment trusts to build diversified portfolios. The firm takes on the authority to make trades without asking first, operating under a legal obligation to act in your best interest. Wentworth Wealth Group primarily serves individuals and high-net-worth individuals, with no minimum investment required to open an account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are generally negotiable. Fees are calculated based on the average daily balance of the account and billed quarterly in arrears.