Allworth Financial, L.P.
Assets Under Management
$25.1B
Number of Clients
26,325
Number of Advisors
310
Average Client AUM
$953K
AUM per Advisor
$81.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Allworth Financial is a fee-based RIA providing financial and wealth planning and asset management services to retail clients and qualified retirement plans. Investment strategies are designed to deliver a customized mix of mutual funds, ETFs, and other investment products. They also offer variable annuity sub-account management and qualified plan consulting services.
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
Location
340 Palladio Pkwy., Suite 501, Folsom, CA, 95630
