Worth Financial Group INC.
Assets Under Management
$3.0M
Number of Clients
4
Number of Advisors
6
Average Client AUM
$757K
AUM per Advisor
$505K
Compensation
Fee-Only (AUM)
About This Firm
Worth Financial Group offers tailored portfolio management services. They gather client information to recommend suitable investment strategies. The firm reviews and adjusts portfolios to align with client objectives and restrictions. Worth also operates as a broker-dealer and insurance agency.
Fee Structure
Worth charges fees on an annualized basis, calculated monthly in arrears as a percentage of assets under management. The fee percentage is negotiated between the Investment Advisor Representative and the client. The minimum account value is $25,000, and the minimum annual fee is $500 ($41.67/month). A ticket charge of $25/transaction is imposed by National Financial Services. Worth Investment Advisor Representatives may charge a fixed annual rate not to exceed 2.0%. Fees are negotiable and may be waived or reduced at Worth's discretion. Mutual funds and exchange traded funds also charge internal management fees.
Areas of Practice
Location
16660 Dallas Parkway, Suite 2200, Dallas, TX, 75248-2612