Joseph Dowdall
Joseph Dowdall is a CFP-designated registered investment advisor at Worth Asset Management, based in Dallas, TX, with 18 years of industry experience. Joseph 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 2 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
Contact
Joseph Dowdall
Location
17855 Dallas Parkway, Suite 150, Dallas, TX, 75287
Get directionsHistory
Regulatory History (1)
Financial
December 2024Other Business ActivitiesSells Insurance
Joseph is an independent insurance agent since 2008, marketing and selling traditional insurance products. This takes a few hours per week.
Employment History
Current Registrations
Worth Asset Management
Previous Registrations
Retirement Planners of America
Cambridge Investment Research Advisors, INC.
Sei Investments Management CORP
State Registrations4 states
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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