Darren Woolson is a registered investment advisor at Asset Allocation Strategies, LLC, based in Farmington, MI, with 25 years of industry experience. Darren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 4,394 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AAS charges a percentage of the value of your portfolio annually, billed quarterly. The maximum fee is 2% per year. The specific fee is agreed upon in your investment advisory agreement and may be negotiable. If you cancel your agreement, you'll receive a refund for any unused portion of the fee. Additional deposits during a quarter may be billed on a pro-rata basis. Withdrawals during a billing period do not generally result in a refund unless you terminate the agreement.
Location
33335 Grand River, Farmington, MI, 48336
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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.
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Darren is the Director of Compliance for Asset Allocation Strategies, LLC. This investment-related role takes about half of his time and is performed during trading hours.
Employment History
Current Registrations
Glp Investment Services, LLCBroker
Asset Allocation Strategies, LLC
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Advisor Services, INC.Broker
Ameriprise Financial Services, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
H&r Block Financial Advisors, INC.Broker
Questar Capital CorporationBroker
H&r Block Financial Advisors, INC.Broker
State Registrations15 states
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.