Advisor at Worth Asset Management
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Firm
Worth Asset Management
Location
Dallas, TX 75287
Credentials
Series 65
Industry experience
2 years
Natalie Floyd is a financial advisor at Worth Asset Management with two years of industry experience. She holds a Series 65 designation and has been with Worth Asset Management since 2023. Outside of her advisory role, she teaches first grade at Trinity Christian Academy, a position she has held since 2015. 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 regularly reviews portfolios using various analytical methods.
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 Asset Management
2023 - Present (3 years)
Trinity Christian Academy
2015 - Present (11 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
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Accountant / CPA / tax prep
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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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