Networth Asset Management, INC
Assets Under Management
$102.9M
Number of Clients
251
Number of Advisors
3
Average Client AUM
$410K
AUM per Advisor
$34.3M
Compensation
Fee-Only (AUM)
About This Firm
NetWorth Asset Management provides continuous investment advice based on individual client needs. They develop personal investment policies and manage portfolios accordingly, utilizing model portfolio asset allocations. NetWorth manages accounts on a discretionary basis and contacts clients annually to review their financial situation and investment restrictions.
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
Location
FL, United States