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Networth Advisors, LLC
SEC-regulated
Registered investment advisor
Networth Advisors, LLC is a Limited Liability Company established in Pennsylvania in 2021, transitioning to an SEC registered Investment Adviser in 2023. The firm's principal owner is Beth Andrews. Services offered include portfolio management, financial planning, and educational seminars. The firm operates as a fiduciary, acting in clients' best interests. Investment strategies include fundamental analysis, modern portfolio theory, quantitative analysis, and technical analysis. Networth Advisors primarily recommends mutual funds, fixed income securities, equities, and ETFs. Clients are not required to have a minimum account size. Fees are asset-based, ranging from 1.25% to 1.5% annually. The firm does not accept performance-based fees. Clients have the option of selecting model portfolios managed by third-party advisers. Networth Advisors does not engage in proprietary trading and provides both discretionary and non-discretionary investment advisory services. The firm does not accept voting authority for client securities. Networth Advisors maintains financial stability and has not been involved in any bankruptcy petitions in the last ten years.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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