| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 0.35% |
| $3.0M - $7.0M | 0.20% |
| $7.0M - $10.0M | 0.15% |
| $10.0M - $15.0M | 0.10% |
| $15M+ | 0.05% |
Fees are negotiable.
9600 North Mopac, Suite 600, Austin, TX, 78759
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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 →Darby volunteers for the Disciplinary and Ethics Commission of the CFP Board, reviewing and adjudicating cases. This takes about 10-20% of their time outside of trading hours.