DP
DP

Darren Pollock

20 Years of Experience
Los Angeles, CA

Darren Pollock is a registered investment advisor at Cheviot Value Management, LLC, based in Los Angeles, CA, with 20 years of industry experience. Darren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 619 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
619 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$400K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.80%
$10.0M - $15.0M0.60%
$15M+0.50%

Standard fee rate may be negotiable based on a number of factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Los Angeles, CA

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Cheviot Value Management, LLC
February 2013 - Present · 13 yrs 2 mos
Previous Registrations
Cheviot Value Management, LLC
November 2005 - February 2013 · 7 yrs 3 mos
State Registrations2 states
CATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Darren Pollock - Financial Advisor | TrueAdvisor