John Worthington
John Worthington is a registered investment advisor at Dauble+worthington Equity Portfolios, based in Evansville, IN, with 17 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 60 clients with $9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
D+WEP charges an annual fee for managing your investment portfolio, calculated as a percentage of the value of your investments. The maximum fee is 3.00% per year. This fee is billed quarterly in advance. The firm may allow accounts of spouses and minor children to be combined to potentially lower the fee. Fees are negotiable based on your individual needs and circumstances.
Location
135 Locust Street, Evansville, IN, 47708
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John owns and operates Worthington Investments, LLC, which purchases and leases multifamily dwellings, spending minimal time on it. He also co-owns Dauble, Miser, Worthington, LLC (DMW), advising clients on tax and wealth strategies, taking about half of his time.
Employment History
Current Registrations
Dauble+worthington Equity Portfolios
Previous Registrations
Capital Advisors, INC.
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.