David Emery is a CFP-designated registered investment advisor at Waverly Advisors, LLC, based in Paoli, PA, with 22 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 14 more. Their firm serves 13,689 clients with $30B 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 | 1.50% |
Fees range from 0.25% to 1.50% annually, applied as a flat or declining marginal rate. Certain equity and options strategies carry an additional 0.25% annual fee. Fees are negotiable.
Fee Estimator
Contact
David Emery
Location
1500 East Lancaster Avenue, Suite 204, Paoli, PA, 19301
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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 →Other Business Activities
David is an adjunct professor at Temple University, teaching a personal finance class since January 2021. This requires minimal time and is not investment-related.
Employment History
Current Registrations
Waverly Advisors, LLC
Previous Registrations
Planning Capital Management CORP.
The Marshall Financial Group, INC
Univest Investments, INC.
Prometheus Capital Management CORP.
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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