David Maurice is a CFP-designated registered investment advisor at Worthwhile Wealth Council, based in Sedona, AZ, with 34 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 176 clients with $74M 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 | 1.30% |
Fees typically range from 1.0% to 1.3% annually depending on the service level chosen. Held-away accounts range from 0.50% to 1.0% annually. Smaller accounts under $100,000 may use a $1,000 annual subscription fee.
Fee Estimator
Contact
David Maurice
Location
2030 W State Rte 89A, Suite B2-b, Sedona, AZ, 86336
Get directionsHistory
Regulatory History (1)
Regulatory
August 2021Other Business Activities
David co-owns rental real estate property since 2022. He spends minimal time on this activity.
Employment History
Current Registrations
Worthwhile Wealth Council
Previous Registrations
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
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.
Exams
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