Assets Under Management

Clients who hire us to manage their money and financial plan on an ongoing basis pay an annual retainer based on a percentage of the assets managed. This fee is all-inclusive, and covers the cost of the investments, the advisor, and all transaction fees involved. It is paid on a quarterly or monthly basis and is deducted automatically from each client’s account. Most of our clients pay between 0.50% and 1.50% annually depending on portfolio size and the type of investments held. Net Worth Advisory Group’s advisors are currently accepting new clients as outlined below:

• Ray E. LeVitre, CFP – $1,000,000 or more
• David W. Swapp, CFP, MBA – $500,000 or more
• Lon Jefferies, CFP, MBA – $300,000 or more
• Robert Christenson, CFP, MBA – $250,000 or more
• David K. Luke, CMP, MIM – $750,000 or more
• Curtiss Smith – $120,000 or more