Overview
- Total Firm Assets
- $1.1 billion
- Average High-Net-Worth Client Portfolio Size
- $3.7 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: WORTPOINTE LLC FORM ADV PART 2 BROCHURE (2026-03-31) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.00% |
Stated Minimum Annual Fee: $2,500
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $50,000 | 1.00% |
| $10 million | $100,000 | 1.00% |
| $50 million | $500,000 | 1.00% |
| $100 million | $1,000,000 | 1.00% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 82.32%
- Number of High-Net-Worth Clients
- 233
- Total Client Accounts
- 1,703
- Discretionary Accounts
- 1,703
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 143996
- WORTPOINTE LLC FORM ADV PART 2 BROCHURE (2026-03-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗