Advisor at Worth Asset Management
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Firm
Worth Asset Management
Location
Dallas, TX 75287
Credentials
CFP®, Series 63, Series 65
Industry experience
31 years
Jeffrey Burandt is a CFP®-certified financial advisor with over 31 years of industry experience. He is currently with Worth Asset Management and has previously worked at Harbor Wealth Management, Inc. and Worth Financial Group Inc. Worth Asset Management offers discretionary and non-discretionary portfolio management, financial planning, and insurance advisory services to individuals, high net worth clients, trusts, and retirement plans. The firm tailors investment strategies to client objectives using fundamental, technical, and cyclical analysis, and maintains ongoing portfolio reviews with a focus on client-specific restrictions.
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 Assest Management, Llc
2021 - Present (5 years)
Harbor Wealth Management, Inc.
2009 - 2021 (12 years)
Worth Financial Group Inc.
2007 - Present (19 years)
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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
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Gadiraju, Raju
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