Portfolio

Our Portfolio pathway is your opportunity to ensure that your investments align with your risk tolerance and priorities and your results are maximized to best achieve your financial goals. Key elements of the Portfolio pathway include:

• Identifying your goals, values, perspectives on risk, tax exposure, savings expectations, and time horizon to create your personal Investment Policy Statement;

• Developing a target portfolio allocation strategy and recommending investment selections that align with your situation and objectives;

• Establishing accounts with our custodian, Charles Schwab, and investing your assets according to plan; and

• Monitoring your investments on an ongoing basis, rebalancing as needed, and making adjustments in order to remain consistent with your goals and maximize your results.

At WorthWise, we believe in investing for the long term in a diversified portfolio that minimizes fees and taxes. We help you avoid the costly mistakes that arise from chasing the latest trend or overreacting to market events. You will sleep soundly at night knowing that your future is in good hands.

Fees

Portfolio fees are charged as a percentage of the assets we are managing on your behalf. For clients with invested assets up to $1,000,000, fees are 0.8% of assets per year. Assets in excess of $1,000,000 are charged 0.6% of the excess amount per year. Fees are charged at the end of each quarter for the prior quarter.

We believe that your most valuable asset is time and enjoy partnering with clients just beginning to build wealth. We don’t want our fees to be a barrier to getting you on the right path as early as possible, therefore Partnership clients with investable assets under $100,000 receive free Portfolio management.

At WorthWise, we don’t receive any compensation from selling you products or investments. Your service fee is our only compensation. We act as your fiduciary, with your best interests and financial success as our only priority.