The Worley Banks Group, LLC

The Worley Banks Group, LLC is a Registered Investment Adviser established in May 2020, based in Creve Coeur, Missouri. The firm offers tailored investment advisory services, financial planning consulting, and discretionary investment advisory services to individuals and high net worth individuals. Clients may impose restrictions on investments, and the firm provides services through managed account programs. The fee structure for asset management ranges from 0.75% to 1.25% annually based on assets under management. The firm uses a third-party provider for model portfolios and investment recommendations, considering factors like asset allocation, dollar-cost averaging, technical analysis, and long-term and short-term purchases. Clients are advised on risks associated with market, management, equity, fixed income, municipal securities, and investment companies. The firm does not charge performance-based fees or engage in side-by-side management. The minimum account size to open and maintain an advisory account is $5,000. WBG does not compensate for client referrals, has no disciplinary events in the past ten years, and does not have physical custody of client funds. Clients may grant discretionary authority for investment decisions, and the firm does not vote proxies on behalf of clients.