Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allworth charges management fees for asset management clients in both wrap and non-wrap fee programs, calculated quarterly in advance. These fees are subject to a $2,500 annual minimum and a 2.00% maximum. Financial planning services are billed on a fixed fee basis, ranging from $1,500 to $30,000, depending on complexity and services requested. Qualified retirement plan consulting services have a maximum fee of 1.50% of assets under advisement and a minimum annual fee of $3,500.
Areas of Practice
Advisor Information
Office location
8775 Folsom Blvd., Suite 100, Sacramento, CA, 95826
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam is an independent insurance agent since 2000, selling approximately 20 policies per year, dedicating minimal time during trading hours. He is also a board member for Hands for Hope, a youth charity, spending a few hours per week outside of business hours.