DB
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Darrin Brown

3 Years of Experience
1 DisclosureSells Insurance

Darrin Brown is a registered investment advisor at Elevated Capital Advisors, LLC, based in Greenwood Village, CO, with 3 years of industry experience. Darrin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,031 clients with $430M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,031 clients
Average Client Portfolio
$420K average
Assets Under Management
$433.0M

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)

ECA offers investment management through various programs. The fees depend on the financial advisor and program chosen, but will not exceed 2.25% of the assets managed.

Managed Model Portfolios:

  • ECA Administration Fee: 0.25% - 0.75%
  • Financial Advisor Fee: 0.00% - 1.25%

Advisor Directed Managed Accounts:

  • ECA Administration Fee: 0.25%
  • Financial Advisor Fee: 0.00% - 1.75%

Fees are negotiable based on factors like the advisor, client type, complexity, account composition, potential deposits, client relationship, and total assets managed. Fees are withdrawn from the client's account quarterly, in advance, based on the fair market value of the account.

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Location

8400 E. Prentice Avenue, Suite 1500, Greenwood Village, CO, 80111

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History

Regulatory History (1)
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Judgment / Lien
June 2010
Other Business ActivitiesSells Insurance

Darrin receives quarterly payments as an insurance agent broker for Guardian Life for business written in the past. He also operates Solid Money Solutions as a sole proprietor, offering life, long-term care, disability, and Medicare insurance contracts, dedicating nearly full-time hours to this.

Employment History
Current Registrations
Elevated Capital Advisors, LLC
July 2022 - Present · 3 yrs 9 mos
State Registrations1 state
CO
Advisor

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.

Exams
No exam information available for this advisor.