Worth Asset Management

Worth Asset Management, LLC is a registered investment adviser based in Dallas, Texas, established in February 2013. The firm specializes in providing investment supervisory services, financial planning, cash management, distribution planning, and portfolio allocations. Worth offers tailored advice based on clients' financial profiles and objectives, allowing clients to impose restrictions on investments. The firm may recommend insurance products through DPL Financial Partners, LLC, without receiving commissions. Worth charges an annual investment management fee based on the value of the account, with rates ranging from 0.80% to 1.5%. Clients must have a minimum account value of $25,000, which may be waived at the firm's discretion. Worth does not charge performance-based fees and does not have custody of client funds or securities. Clients are responsible for voting on securities and proxies held in their accounts. The firm emphasizes client confidentiality and compliance with its Code of Ethics. Worth does not have financial commitments that impair its ability to meet client obligations and has not been involved in bankruptcy proceedings. For more information, clients can contact Worth Asset Management directly.