Daniel Gesin is a registered investment advisor at Worth Financial Group INC., based in Dallas, TX, with 5 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Representatives may charge a fixed annual rate not to exceed 2.0% (commonly ranging between 0.40% and 1.00%). Fees are negotiable and calculated monthly in arrears.
Fee Estimator
Location
16660 Dallas Parkway, Suite 2200, Dallas, TX, 75248
Get directionsHistory
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
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
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
More Advisors
- Robert WirthWorth Financial Group INC.
- Jules Jouvenat, CFPHightower Advisors, LLC
- Tracey Gledhill, CFP
- Gregory Bone, CFACorient
- James Carroll, CFPBlack Swan Management Group, INC.
- Zechariah Daugherty, CFPCreative Planning