Daniel Gesin is a registered investment advisor at Worth Financial Group INC., based in Dallas, TX, with 5 years of industry experience. Daniel 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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%).
Location
16660 Dallas Parkway, Suite 2200, Dallas, TX, 75248
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is involved in facilities management for Amazon, a non-investment related activity. This takes nearly full-time, with 19 hours occurring during trading hours.
Employment History
Current Registrations
Worth Financial Group INC.
Worth Financial Group INC.Broker
State Registrations1 state
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