You deserve to always know exactly what you’re paying for—and what you’re not—when working with a financial advisor.
That’s why, at Allworth, we believe in a fee-based model.
What does this mean? The more assets under management (AUM) you have with us, the lower your fee percentage rate.
It also means no hidden fees. Zero propriety products to sell. No quotas to hit. And you won’t be paying any advisor commissions.
This easy-to-understand structure embraces transparency and strengthens trust, laying a successful foundation for our relationship moving forward. Because our goals will be aligned with yours.
How our sliding fee schedule works
The more assets you entrust to us, the lower your fee rate. This model provides continued flexibility as a portfolio grows, so our success remains dependent on your success.
