David Levorchick
David Levorchick is a registered investment advisor at Spire Wealth Management, LLC, based in Brookville, OH, with 21 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 9,489 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Spire Wealth Management's annual account management fees are based on a percentage of the value of your portfolio and generally range from 0.02% to 2.25%. The specific fee schedule is disclosed in your Investment Management Agreement. While Spire doesn't have a strict minimum account size, they generally prefer a minimum of $25,000 under management, though this may be negotiable. Fees are usually paid monthly.
Location
5714 Seybold Road , OH, Suite 101, Brookville, OH, 45309
Get directionsHistory
Regulatory History (4)
Customer Dispute
August 2015Regulatory
April 2015Customer Dispute
March 2014Customer Dispute
August 2013Other Business ActivitiesSells Insurance
David is involved with a local church, oversees real estate as a partner in Zion Holdings LLC, and sells life and fixed insurance products. He dedicates a few hours per week to insurance sales and service contracts.
Employment History
Current Registrations
Spire Wealth Management, LLC
Spire Securities, LLCBroker
Previous Registrations
Ek Riley Investments, LLC
Ek Riley Investments, LLCBroker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Natcity Investments, INC.
Natcity Investments, INC.Broker
Mwa Financial Services, INC.Broker
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.