Robert Wirth
Robert Wirth is a registered investment advisor at Worth Financial Group INC., based in Dallas, TX, with 48 years of industry experience. Robert 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
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
May 2015Regulatory
September 1988Other Business ActivitiesSells Insurance
Robert is the owner of Retirement Plans.com, LLC, dedicating about 10-20% of his time to administration. He also sells life, health, and disability insurance, spending a few hours per week on marketing, service, and sales.
Employment History
Current Registrations
Worth Financial Group INC.
Worth Financial Group INC.Broker
Previous Registrations
Washington Square Securities, INC.Broker
Sws Financial Services, INC.
Sws Financial Services, INC.Broker
Wirth Equities CorporationBroker
Mga Securities CorporationBroker
Mutual Benefit Financial Service CompanyBroker
Cg Equity Sales CompanyBroker
Cg Equity Sales CompanyBroker
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.