AUM Webinar



StockOpter from Net Worth Strategies, Inc. is the industry leader in equity compensation risk analysis and tax planning tools. We provide professional web-based ( and desktop (StockOpter Pro) applications that enable financial advisors to grow their practices by engaging and assisting individuals that receive company stock and options. On average, advisors that use StockOpter report that they generate $200,000 in AUM per client per year and can charge between $500-$2,500 annually for equity compensation guidance and tax planning. StockOpter helps clients maximize the value of their employee stock options, restricted/performance shares and company stock holdings by providing unique information that facilitates timely and informed decisions.