David Farnsworth
David Farnsworth is a registered investment advisor at Wealth Advisors of Iowa, LLC, based in West Des Moines, IA, with 7 years of industry experience. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 550 clients with $540M 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% |
Maximum annual fee is up to 1.50% of total assets under management. Fees are generally negotiable and detailed in the client agreement.
Fee Estimator
Location
1601 West Lakes Parkway, Suite 200, West Des Moines, IA, 50266
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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 a Managing Partner & Shareholder at McGowen, Hurst, Clark & Smith, PC, a tax and business consulting firm, since 1998. This activity takes nearly full-time hours.
Employment History
Current Registrations
Wealth Advisors of Iowa, LLC
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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