David Worcester is a CFP-designated registered investment advisor at Aspire Advisory Services, based in Lodi, CA, with 8 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 80 clients with $69M 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 | 1.00% |
| $250K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Mutual funds and bonds are charged a flat rate of 0.5% per year and are considered first in determining the fee on other managed assets. All fees are negotiable, and the firm generally offers continuous management at a flat rate of 0.5% regardless of asset types or account value. Subject to a quarterly minimum of $100 and maximum of $2,500.
Fee Estimator
Location
104 N. School St #216, Lodi, CA, 95240
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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 →Employment History
Current Registrations
Aspire Advisory Services
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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