Advisor at Worth Asset Management
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Firm
Worth Asset Management
Location
Frisco, TX 75034
Credentials
Series 63, Series 65
Industry experience
7 years
Alton Thompson is a financial advisor at Worth Asset Management in Frisco, TX, with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lenovo before joining Worth Financial Group. Outside of advisory work, he engages in part-time sales for two small businesses, TAP Innovations and Dealer Detail Services, focusing on lead generation. Worth Asset Management provides portfolio management, financial planning, and related services to individuals, high net worth clients, trusts, and retirement plans. The firm customizes investment strategies based on client objectives and employs various analytical methods, maintaining ongoing portfolio reviews and discretionary authority for adjustments.
Based on Worth Asset Management
Based on Worth Asset Management
$0 - $250,000: 1.25% $250,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.90% $2,000,000 - $3,000,000: 0.80% $3,000,000 - $4,000,000: 0.70% $4,000,000+: Dependent on services offered
Account minimum: $25,000 Minimum fee: $300 minimum annual fee, may be waived at firm's discretion Fee-only: Investment management fees as tiered above; no commissions charged by Worth for advisory services
3232 Camden Bluff Rd
Frisco, TX 75034
Texas
Worth Financial Group
2019 - Present (7 years)
Unemployed
2018 - 2018 (1 year)
Lenovo
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 63, Series 66
Frisco, TX
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Series 63, Series 65, Series 66
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Series 63
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