Worthpointe
Assets Under Management
$885.6M
Number of Clients
509
Number of Advisors
10
Average Client AUM
$1.7M
AUM per Advisor
$88.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
WorthPointe, LLC provides discretionary managed accounts through the WM Program and financial consulting services. They tailor investment strategies based on client needs and objectives, utilizing model portfolios and a diversified mix of mutual funds and ETFs. They may engage subadvisers or third-party managers.
Fee Structure
WorthPointe offers advisory fees based on assets under management (AUM) or household net worth. The maximum annual fee is 1.00% of AUM or 0.40% of household net worth. Clients may incur additional fees from third-party advisors. Financial consulting services are offered at negotiable hourly rates ($100-$400) or fixed fees (up to $5,000 or more).
Areas of Practice
Location
CA, United States