David Naworski is a registered investment advisor at Naworski Investments, based in The Hills, TX, with 11 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 53 clients with $42M 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 | 1.00% |
1.0% per year for Stocks Taxable, Stocks Nontaxable, High Dividend Stock, and Select Stocks portfolios. 0.80% per year for the Asset Allocation portfolio. 0.40% per year for the Fixed Income portfolio. All fees are negotiable.
Fee Estimator
Location
The Hills, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Naworski Investments
State Registrations1 state
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