Last Updated: 04/18/2025
Allworth Financial Advisors
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Last Updated: 04/18/2025
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Highlights
Minimum Initial Investment
$500,000
Management Fee
Up to 1.85%
Allworth Financial Advisors Review
Allworth Financial Advisors was founded in 1993 and is based in Roseville, CA. It is a Registered Investment Adviser or RIA. RIAs have a fiduciary duty to work in your best interest. Allworth Financial Advisors is not tied to a particular company or product and can therefore offer unbiased investment advice.
Allworth Financial Advisors Pros & Cons
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Allworth Financial Advisors FAQ
What fees does Allworth Financial Advisors charge?
Allworth Financial Advisors uses a fee-only model.
This means Allworth Financial Advisors gets paid a flat fee regardless of what financial products or services you use. It also means they have a fiduciary responsibility to their clients. Instead of making money on trades commissions or selling products, they recommend an asset allocation and get paid a flat-fee or a percentage of the assets under administration. That requires that they act in their client’s financial best interest at all times.
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| Monthly Service Fee | $0 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Management Fee | Up to 1.85% | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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What management fees does Allworth Financial Advisors charge?
Many financial advisors charge based on how much money they oversee by using a fee-structure called “assets under management,” or AUM. For instance, a 0.40% fee translates to $4 per year for every $1,000 an investment advisor manages. Management fees, also known as maintenance fees, cover the operating costs of investment advisors and are typically deducted from your account every month or quarter. The management fee does not cover the underlying expense ratios of the investment vehicles purchased by investment advisors.
What are the investment expense ratios of Allworth Financial Advisors?
Hiring an investment advisor with competitive investment fees is one of the most important steps to maximizing your portfolio's performance. Investment expense ratios can vary drastically depending on the types of accounts and assets involved. A survey by the ICI puts the average expense ratio for actively managed funds at 0.76% and indexed funds at 0.08%. The investment expense ratios of an investment advisor will vary depending on the type of assets they invest in and whether they attach additional charges to fund fees.
Allworth Financial Advisors does not charge fees based on an investment expense ratio. What features does Allworth Financial Advisors offer?
What type of investment accounts and asset classes does Allworth Financial Advisors support?
Allworth Financial does not offer any of the investment vehicles that we track.
What is the minimum amount you have to invest to open an account with Allworth Financial Advisors?
The minimum amount to open an account with Allworth Financial Advisors is $$500,000.SuperMoney Disclosure: SuperMoney.com is an independent, advertising-supported service. The owner of this website may be compensated in exchange for featured placement of certain sponsored products and services, or your clicking on links posted on this website. Read more...
Editorial Disclaimer: Editorial and user-generated content on this page is not provided or commissioned by the issuer. Opinions expressed here are the author's alone and have not been approved or otherwise endorsed by any financial institution, including those that are advertising partners.
Message from Allworth Financial Advisors
Contact
Headquarters
Hours of Operation
Sunday
Closed
Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed