Advisor at Worth Asset Management
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Firm
Worth Asset Management
Location
Dallas, TX 75287
Credentials
Series 63, Series 65
Industry experience
4 years
James Stewart is a financial advisor at Worth Asset Management in Dallas, TX, with four years of industry experience. He has held positions at Worth Asset Management since 2021 and previously worked at Harbor Wealth Management from 2009 to 2021. He holds Series 63 and Series 65 licenses. Worth Asset Management provides discretionary and non-discretionary portfolio management, financial planning, and insurance advisory services to individuals, high net worth clients, trusts, and retirement plans. The firm employs a range of analytical methods and maintains ongoing client portfolio reviews, often with discretionary authority to adjust strategies according to client needs.
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
Worth Asset Management
2021 - Present (5 years)
Harbor Weatlh Management
2009 - 2021 (12 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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