Advisor at Worth Asset Management
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Firm
Worth Asset Management
Location
Dallas, TX 75287
Credentials
Series 66
Industry experience
17 years
Beth Johnson is a financial advisor with Worth Asset Management in Dallas, TX, holding a Series 66 designation and 17 years of industry experience. Her prior experience includes roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, RBC Capital Markets, and City National Bank. She is also licensed as an independent insurance agent, marketing traditional and variable insurance products. Worth Asset Management provides portfolio management, financial planning, cash management, and distribution planning services to individuals, high net worth clients, trusts, and retirement plans. The firm integrates insurance products into comprehensive plans and employs a range of analytical methods while tailoring strategies to client objectives.
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
17855 Dallas Parkway, Suite 150
Dallas, TX 75287
Texas
Worth Financial Group, Inc.
2020 - Present (6 years)
Worth Asset Management
2020 - Present (6 years)
Unemployed
2019 - 2020 (1 year)
City National Bank
2018 - 2019 (1 year)
RBC Capital Markets, LLC.
2018 - 2019 (1 year)
Morgan Stanley Private Bank, National Association
2015 - 2018 (3 years)
Morgan Stanley Smith Barney
2011 - 2018 (7 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.
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