Assets Under Management
$617.3M
Number of Clients
940
Number of Advisors
10
Average Client AUM
$657K
AUM per Advisor
$61.7M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Darwin Wealth Management, LLC is a registered investment adviser offering discretionary and non-discretionary portfolio management, financial planning, and financial consulting services. They also offer pension consulting services to employee benefit plans. Investment advice is tailored to clients' needs and objectives.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.5M | 0.70% |
| $7.5M+ | 0.50% |
Fees may be negotiable.
4601 W North A Street, Tampa, FL, 33609-1909