David Maurice
David Maurice is a CFP-designated registered investment advisor at Worthwhile Wealth Council, based in Johnson City, TN, with 33 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, Education Planning, Estate Planning, and 4 more. Their firm serves 179 clients with $64M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WorthWhile Wealth Council's investment advisory fees are either 1.0% or 1.3% per year, depending on the service level agreed upon. The fee is based on the value of the account at the beginning of each quarter, and one-fourth of the annual rate is assessed in advance. For smaller accounts where financial planning is the primary focus, they offer a bundled service with an annual subscription fee of $1,000, billed quarterly, until the account reaches $100,000. Fees for held away accounts range between 0.50% and 1.0% per year.
Contact
David Maurice
Location
508 Princeton Rd, Suite 301, Johnson City, TN, 37601
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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