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
The Villages, FL
Get directionsRegulatory History (1)
Financial
September 2016Other Business ActivitiesSells Insurance
Jonathan is a licensed agent for Florida Blue, providing health insurance solutions to individuals and small businesses since January 2024. He addresses this need during client assessments and dedicates minimal time to sales and service.