Natalie Floyd is a registered investment advisor at Worth Asset Management, based in Carrollton, TX, with 3 years of industry experience. Natalie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 333 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4M+ | 0.70% |
Firm also lists a fixed annual rate schedule ranging from 0.80% to 1.50% and an alternative floating schedule ranging from 0.75% down to 0.20%. Fees are negotiable.
Fee Estimator
Location
Carrollton, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Natalie works as a teacher at Trinity Christian Academy, a non-investment related activity. She dedicates nearly full-time hours during the school year to teaching first grade students.
Employment History
Current Registrations
Worth Asset Management
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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