Beth Johnson is a registered investment advisor at Worth Asset Management, based in Dallas, TX, with 18 years of industry experience. Beth 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
17855 Dallas Parkway, Suite 150, Dallas, TX, 75287
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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 ActivitiesSells Insurance
Beth is an investment advisor at Worth Asset Management, dedicating nearly all of her time to this role. She is also an independent insurance agent since 2008, spending minimal time marketing and selling insurance and annuities, and a joint owner of Johnson Rental Properties since 2014, spending minimal time managing the properties.
Employment History
Current Registrations
Worth Asset Management
Previous Registrations
Worth Financial Group INC.Broker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Morgan Stanley
Morgan StanleyBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
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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