Darin Souza is a registered investment advisor at Gc Wealth Management RIA, LLC, based in Cambridge, MA, with 19 years of industry experience. Darin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 144 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GC Wealth's fees are based on a percentage of the assets they manage, charged annually and billed quarterly. The annual fee is less than 1.5% of the assets under management. The firm may adjust or waive the minimum annual advisory fee and impose an initial set-up fee. Clients may also invest in private equity, venture capital, credit, hedge, or real estate funds or other pooled investment vehicles, which involves payment of two or more levels of investment management fees.
Location
20 University Road, 4th Floor, Cambridge, MA, 02138-5815
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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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Darin serves on the Community Preservation Committee in Cohasset, MA. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Gc Wealth Management RIA, LLC
Previous Registrations
First Republic Investment Management, INC.
First Republic Securities Company, LLCBroker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
Lehman Brothers INC.
Lehman Brothers INC.Broker
State Registrations3 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.