Ralph Profeta is a registered investment advisor at Darwin Wealth Management, based in Tampa, FL, with 21 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 835 clients with $610M in assets under management.
Darwin Wealth Management's fee for managing your investments is a percentage of the value of your portfolio. The percentage decreases as the value of your portfolio increases.
Here's a general idea of the fee structure:
These fees are billed monthly, based on the value of your portfolio at the end of the billing period. The fees may be negotiable in certain circumstances. There are additional model fees if your assets are invested in model portfolios.
4601 W North A Street, Tampa, FL, 33609-1909
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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 →Ralph owns FloridaWood, a hobby business where he makes fish from wood, dedicating a few hours per week. He also consults and offers fixed insurance and annuity products as a licensed agent through Darwin Insurance Group, spending about 10-20% of his time on this service.
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