Advisor at Aspire Advisory Services
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Firm
Aspire Advisory Services
Location
Lodi, CA 95240
Credentials
CFP®, Series 63
Industry experience
8 years
David Worcester is a CFP® with eight years of industry experience and is the sole advisor at Aspire Advisory Services in Lodi, CA. He has been with Aspire Advisory Services since 1996. Aspire Advisory Services is an independent, state-registered, fee-only investment adviser that provides financial planning, ongoing consultation, and portfolio management to individuals, business clients, charitable institutions, and retirement plans. The firm emphasizes long-term investing using a primarily fundamental approach supplemented by technical analysis and manages about $61.2 million in client assets.
Based on Aspire Advisory Services
Scheduled retainer fees, typically negotiated for about a year in advance
$0 - $250,000: 1.0% per year $250,001 - $1,000,000: 0.75% per year $1,000,001+: 0.5% per year Mutual funds and bonds+: 0.5% per year
$80 per hour
Minimum fee: Minimum fee per quarter: $100 Fee-only: Hourly fee: $80 per hour; Scheduled retainers, typically negotiated annually
104 N. School St #216
Lodi, CA 95240
California
Aspire Advisory Services
1996 - Present (30 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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