MD
ChFC
MD
ChFC

Michael Digiacinto

24 Years of Experience
BrokerSells Insurance

Michael Digiacinto is a ChFC-designated registered investment advisor at Worth Financial Group INC., based in Dallas, TX, with 24 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 55 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
55 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$122.8M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$500

Worth Financial Group charges fees based on a percentage of the value of your portfolio. This percentage is negotiated between you and your advisor. The fee is calculated monthly and deducted from your account the following month. There is a minimum account value of $25,000, but Worth may waive this. There is also a minimum annual fee between $500 and $600. Worth Investment Advisor Representatives may charge a fixed annual rate not to exceed 2.0% (or 0.40% to 1.00%, but not to exceed 2%).

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Location

16660 Dallas Parkway, Suite 2200, Dallas, TX, 75248

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael works as an independent insurance agent since 2000, marketing and selling traditional insurance products, dedicating minimal time to this. Michael is also a CPA since 2003, preparing and filing tax returns, also dedicating minimal time to this.

Employment History
Current Registrations
Worth Financial Group INC.
January 2018 - Present · 8 yrs 3 mos
Worth Financial Group INC.Broker
January 2018 - Present · 8 yrs 3 mos
Previous Registrations
1st Global Advisors INC
February 2006 - January 2018 · 11 yrs 11 mos
1st Global Capital CORP.Broker
September 2004 - January 2018 · 13 yrs 4 mos
Farmers Financial Solutions, LLCBroker
November 2000 - November 2003 · 3 yrs
State Registrations11 states
ARCOIAINMIOKORSCTXVTWA
AdvisorBrokerBoth

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
No exam information available for this advisor.