Danny Worrell is a registered investment advisor at Ponte Vedra Wealth, based in Ponte Vedra Beach, FL, with 26 years of industry experience. Danny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 138 clients with $76M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees may be negotiable.
Fee Estimator
Location
818 A1A N., Ste. 100, Ponte Vedra Beach, FL, 32082
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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 →Employment History
Current Registrations
Ponte Vedra Wealth
State Registrations2 states
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