Advisor at Worth Asset Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Worth Asset Management
Location
Dallas, TX 75287
Credentials
CFP®, Series 63, Series 65
Industry experience
18 years
Joseph Dowdall is a CFP® professional with 18 years of experience in the financial services industry. He has worked at Worth Asset Management since 2021 and previously spent 10 years with MMWKM Advisors, LLC. In addition to his advisory role, he is an independent insurance agent involved in marketing and sales of traditional insurance products. Worth Asset Management serves individuals, high net worth clients, trusts, and retirement plans by providing portfolio management, financial planning, and distribution services. The firm customizes investment strategies based on client objectives and employs various analytical methods, conducting ongoing portfolio reviews and 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
17855 Dallas Parkway, Suite 150
Dallas, TX 75287
Arkansas · Florida · Louisiana · Texas
Worth Asset Management
2021 - Present (5 years)
MMWKM Advisors, LLC
2011 - 2021 (10 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
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ChFC®
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Series 63, Series 65
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Gadiraju, Raju
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