David Worley
David Worley is a registered investment advisor at Visionary Horizons, LLC, based in Somerset, KY, with 4 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 709 clients with $400M 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 $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $1000K | 1.30% |
| $1.0M - $2.0M | 1.20% |
| $2M+ | 1.00% |
Portfolio management fees may be negotiable.
Fee Estimator
Location
106 Southport Drive, Somerset, KY, 42501
Get directionsHistory
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 ActivitiesSells Insurance
David is an independent insurance agent since 2008, focusing on health and life insurance. This activity involves the sale and service of insurance products and takes approximately 64 hours per month.
Employment History
Current Registrations
Visionary Horizons, LLC
State Registrations1 state
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