Darcy Wadsworth
Darcy Wadsworth is a CFP-designated registered investment advisor at Intelligence Driven Advisers, LLC, based in Summerland Key, FL, with 22 years of industry experience. Darcy 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 881 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IDA charges a percentage of your portfolio each year for investment management services, up to a maximum of 1.0%. For affiliated service arrangements, the maximum annual advisory fee is 1.25%. The specific fee is based on the size of your portfolio, its complexity, and other factors. IDA requires a minimum quarterly fee of $2,500 ($10,000 per year), but this may be negotiable. Assets invested in the IDA Private Access Fund are included in the market value of the client’s account to determine the blended rate for the advisory fee, but the assets are excluded from being charged an IDA advisory fee.
Location
Summerland Key, FL
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Darcy is an insurance agent at Intelligence Driven Insurance Solutions since 2009, dedicating a few hours per week. Darcy is also a managing member of Ocean Equity Partners, LLC, and president/owner of EZ DZ IT, Inc., along with being a board member/secretary for two other organizations.
Employment History
Current Registrations
Intelligence Driven Advisers, LLC
Previous Registrations
Labrum Wealth Management, LLC
Labrum Capital Advisors, LLC
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations2 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.