Net Worth Advisory Group, LLC
Assets Under Management
$718.4M
Number of Clients
796
Number of Advisors
12
Average Client AUM
$902K
AUM per Advisor
$59.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Net Worth Advisory Group offers financial planning, investment portfolio advice, and referrals to third-party advisors. Services begin with a financial profile and plan, including investment strategy, tax planning, education financing, business and estate planning, and insurance needs. Investment accounts are managed on a discretionary or non-discretionary basis.
Fee Structure
Most clients pay between 0.50% and 1.50% annually based on portfolio size and investment strategy. Fees are deducted quarterly or monthly in arrears. The firm negotiates fees based on complexity, assets, investment types, and other services. There is a minimum account size of $100,000, subject to a minimum annual fee of $1,000. Financial plan fees range from $750 to $5,000 based on complexity. Advisors may reduce or waive advisory fees for related people of the firm, household members of the related person, and/or friends of the Advisor.
Areas of Practice
Location
75 W. Towne Ridge Parkway, Suite 460, Sandy, UT, 84070
