DW
DW

Darren White

10 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningSocially Responsible Investing
Compensation
Fee-Only (AUM)
Firm Size
89 advisors
Number of Clients
79,943 clients
Average Client Portfolio
$17K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$100
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K0.85%
$250K - $1.0M0.80%
$1M+0.75%

Personal Advice fees are tiered. Market-Focused Robo Portfolios are 0.30% annually. Guided Advice is 0.50% annually. Cash-Enhanced Robo Portfolios and Invest Simply have no advisory fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

601 S. Tryon Street, Suite 100, Charlotte, NC, 28202

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Darren is a specialist with Ally Invest Advisors and Ally Invest Securities since 2021, supporting customers with self-directed or advisory accounts. The time commitment varies.

Employment History
Current Registrations
Ally Invest Advisors
October 2021 - Present · 4 yrs 4 mos
Ally Invest Securities LLCBroker
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
June 2017 - March 2021 · 3 yrs 9 mos
Charles Schwab & CO., INC.
June 2017 - March 2021 · 3 yrs 9 mos
Amerivest Investment Management, LLC
July 2014 - April 2016 · 1 yr 9 mos
TD Ameritrade, INC.
July 2014 - April 2016 · 1 yr 9 mos
TD Ameritrade, INC.Broker
July 2013 - April 2016 · 2 yrs 9 mos
State Registrations52 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Darren White - Financial Advisor | TrueAdvisor