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 Investment Management, Retirement Planning. Their firm serves 77 clients with $61M 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% |
Fees are negotiable. Firm has generally offered continuous management services at a flat rate of 0.5%, regardless of asset types or account value. Mutual funds and bonds are charged 0.5% per year.
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.
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Current Registrations
Aspire Advisory Services
State Registrations1 state
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