Clarity in Fees. Confidence in Value.

At Allworth, fees support a long-term advisory relationship built on carefully calibrated planning, coordinated decision-making, and ongoing oversight.

Rather than charging for individual transactions or products, our approach reflects the depth, judgment, and integration required to manage complex wealth effectively over time.

 

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How Our Fees Are Designed

Financial decisions rarely stand alone. Investment choices influence tax outcomes. Estate considerations shape income strategy. Risk management affects the broader financial picture.

Our advisory fees are based on assets under management (AUM). This model supports coordinated guidance across your financial life while aligning our interests with yours.

As planning complexity increases, the scope of oversight and analysis expands—without introducing commissions or transaction-based incentives.

Most importantly, this structure allows your advisor to focus on long-term decision quality rather than individual transactions.

The Advantages to Your Wealth

While your specific percentage rate will vary depending on AUM, one thing remains constant for all Allworth clients: your fee supports ongoing, coordinated wealth leadership across every major financial decision you make.

  • A dedicated fiduciary wealth advisor and support team focused on long-term outcomes, not quotas or product sales
  • Integrated wealth planning that coordinates assets, liabilities, and planning priorities as your circumstances evolve
  • Proactive tax planning guidance designed to help reduce inefficiencies and unintended consequences over time
  • Personalized investment management, including access to our advanced suite of strategies and offerings, deployed with a broader plan
  • Ongoing portfolio monitoring and refinement as markets, laws, and circumstances evolve
  • Retirement income and Social Security optimization planning, structured to align income needs with long-term tax efficiency and portfolio sustainability
  • Legacy planning recommendations and document coordination, helping ensure your estate plan reflects your intentions and integrates with your broader strategy
  • Comprehensive insurance analysis, identifying gaps, redundancies, and exposures so protection supports—rather than complicates—your wealth plan
  • Continuous guidance during key decisions, helping you avoid costly missteps and navigate complex financial choices with greater clarity and confidence

Additional fees and eligibility requirements may apply in certain circumstances

Does this feel like the right fit?

Fees are an important part of any advisory relationship, and they should make sense in context.

If you would like to better understand how our fee structure works, or you’re curious if this approach fits your goals and priorities, we’re happy to talk it through.


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97%
client loyalty 32,000+ Clients2
30
years in business $35 Billion AUM4
Ranked Top 15 Barron’s Top 100 RIA Firms1
Best Financial Advisory Firms USA Today8
Best in Class Ethics NBRI9