David Padgett is a registered investment advisor at Farnsley Advisors, based in Louisville, KY, with 6 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 217 clients with $92M 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 $250K | 1.50% |
| $250K - $500K | 1.38% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts over $5,000,001. Clients with accounts held directly are American Funds are billed at a flat rate of 0.50% on all account sizes.
Fee Estimator
Location
4360 Brownsboro Rd, Suite 104, Louisville, KY, 40207
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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 college basketball analyst for ESPN and an assistant basketball coach at North Oldham High School. He also serves on the board of directors for St. Matthews Little League.
Employment History
Current Registrations
Farnsley Advisors
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations2 states
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