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The firm manages money on both a discretionary and non-discretionary basis, so some clients grant Net Worth Advisory Group full control or discretion over their accounts, while others want the final say on how their accounts are managed. The firm helps clients plan for retirement, plan an estate, evaluate their insurance situation, plan for education needs and more. Net Worth provides a range of advisory services that include financial planning and investment portfolio advising. LeVitre has been working in the wealth management sphere since 1995, and he's published three financial planning books. LeVitre, who also acts as principal owner of the firm with David W. Net Worth Advisory Group was founded in 2003 by managing partner Ray E. This is markedly different from a fee-based firm, which can also receive commissions and other forms of third-party compensation. Seven of the firm's advisors are certified financial planners (CFPs). If you're looking to become a client, make sure you have at least $100,000 in investable assets.Īs a fee-only firm, Net Worth Advisory Group only receives fees directly from clients themselves. The firm only works with individuals, of whom about a quarter are individuals with a high net worth. Net Worth Advisory Group takes the next spot on our list. Advisors typically invest across a range of asset classes, including mutual funds, exchange-traded funds (ETFs), variable annuities, equities and fixed-income securities. The firm's methods of analysis revolve mostly around comparisons to applicable benchmarks, such as standard deviations, beta and portfolio ranges. In order to pursue the strongest possible returns, advisors select model portfolios or other asset management services that best fit clients' needs. Advisors review and rebalance portfolios on a regular basis in accordance with the changing needs of clients. Through separately managed accounts (SMAs), Capita Financial Network provides investment strategies to clients that fit their long-term objectives. Capita Financial Network Investment Strategy Capita does not offer a wrap-fee program and manages all assets on a discretionary basis. The firm mainly provides wealth management, investment management and financial planning services to retirees and people looking to plan ahead for their retirement. The principal owner of the firm is MBL Financial, LLC which is owned by Michael and Britney Littledike. Michael Littledike founded Capita Financial Network in 2018, making it the youngest firm on our list. However, the firm is bound by a fiduciary duty, legally binding it to act in the best interest of its clients at all times. This is a fee-based firm, which can create a potential conflict of interest due to the fact that some advisors can receive commissions from the sale of insurance products to clients. Most of them are below the high-net-worth threshold, but the firm does maintain high-net-worth individual accounts, as well. There are no minimum account size requirements here.
Publication of periodicals or newslettersĬapita Financial Network takes the top spot for advisors serving Sandy. This firm's client base is comprised solely of individuals.Selection of other advisors (including private fund managers).
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