Darwin Wealth Management offers investment advice tailored to clients' needs, including discretionary and non-discretionary portfolio management. They may use model portfolios developed by the firm or unaffiliated managers. They also offer financial planning and consulting services, including pension consulting. Darwin Wealth Management may recommend third-party money managers and offers web-based portfolio management through Betterment.
Fee Structure
Darwin Wealth Management's fee for managing your investments is a percentage of the value of your portfolio. The percentage decreases as the value of your portfolio increases.
Here's a general idea of the fee structure:
- First $500,000: 1.60% per year
- $500,001 - $1,000,000: 1.35% per year
- First $1,000,000: 1.00% per year
- $1,000,001 - $2,000,000: 0.90% per year
- $2,000,001 - $3,000,000: 0.80% per year
- $3,000,001 - $5,000,000: 0.70% per year
- $5,000,001 - $7,500,000: 0.50% per year
- Above $7,500,000: 0.40% per year
These fees are billed monthly, based on the value of your portfolio at the end of the billing period. The fees may be negotiable in certain circumstances. There are additional model fees if your assets are invested in model portfolios.