David Worley is a registered investment advisor at Colony Family Offices, LLC, based in Charlotte, NC, with 3 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 656 clients with $3.4B 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 $30.0M | 1.00% |
| $30.0M - $50.0M | 0.75% |
| $50M+ | 0.50% |
Fees may be negotiable or waived on a client-by-client basis.
Fee Estimator
Location
4250 Congress Street, Suite 175, Charlotte, NC, 28209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Colony Family Offices, LLC
State Registrations1 state
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