CHOOSING WORTH ADVISORS, LLC
It is making the decision to place your investments in the hands of advisors who always act in your best interest.
Fiduciary
Because Worth Advisors, LLC is a Registered Investment Advisor firm, our advisors have the legal obligation to act in client’s best interest, under the U.S. Investment Commission Act of 1940. Your regular broker may not be held to follow this act.
Fee-Only Advisors
Because our advisors are fee-only advisors, their one and only interest is yours. As opposed to commission based advisors, fee-based advisors are not rewarded for engaging their clients in active trading. Fee-only advisors can be expected to practice a greater degree of objectivity.
Independent
Because Worth Advisors, LLC is not owned by any large corporations, our advisors have the freedom to select investment and insurance products that best fit your financial goals, not the ones that maximize the company benefits.
