Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $750K | 1.50% |
| $750K+ | 1.15% |
Fees are negotiable within the range of the fee schedule on a client-by-client basis. Discounts may be offered to family members and friends. Minimum assets under management may be discussed with Roger Hubley.
Fee Estimator
NetWorth charges an annual fee based on a percentage of assets under management, as detailed in the fee schedule. The firm requires a minimum of $50,000 of assets under management, which is negotiable in certain circumstances. Discounts may be offered to family members and friends. Clients are also responsible for transaction, brokerage, and custodial fees.
Areas of Practice
Advisor Information
Office location
Lansdale, PA
Get directionsRegulatory History (1)
Employment Separation After Allegations
May 1989Other Business ActivitiesSells Insurance
John is the president of Wealth Planners Group (Shumski Financial Group) since 2002, selling life, health, disability, and fixed annuities, and consulting on debt and estate management. He also dedicates minimal time as a board member of the National Association of Insurance and Financial Advisors State Board.