Daren Bitter is a registered investment advisor at Arimathea, based in Charlotte, NC, with 1 years of industry experience. Daren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Arimathea offers investment management through traditional and digital platforms. The maximum annual fee for traditional asset management and comprehensive portfolio management is 2.00%, negotiable and billed quarterly in advance. PuriFi digital platform clients pay a tiered fee based on assets under management. Core tier (digital-only) is 0.65% annually, and Premium tier (with advisor access and planning) is 1.25% annually.
Location
Charlotte, NC
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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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Daren is the Director of Advisor Relations for The Walters Institute, a company providing tax planning education and services to financial advisors. He spends minimal time on this non-investment related activity, focusing on lead generation and maintaining advisor relationships.
Employment History
Current Registrations
Arimathea
State Registrations2 states
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