DH
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Darren Hardersen

3 Years of Experience
Palm Beach Gardens, FL
Sells Insurance

Darren Hardersen is a registered investment advisor at Center for Asset Management, LLC, based in Palm Beach Gardens, FL, with 3 years of industry experience. Darren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 284 clients with $260M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
284 clients
Average Client Portfolio
$905K average
Assets Under Management
$257.1M

Fee Structure

Minimum Investment:$10K

CFAM charges a percentage of your portfolio annually for investment management services. These fees range from 0.70% to 1.50% per year, billed quarterly in advance. If CFAM manages your assets through AssetMark, you will also be charged a platform fee by AssetMark, ranging from 0.10% to 1.0% per year. These fees are negotiable based on factors such as the type of client, complexity, and total assets managed.

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Location

3399 Pga Boulevard, Ste 320, Palm Beach Gardens, FL, 33410

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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 ActivitiesSells Insurance

Darren sells insurance on a commission basis through Blatt Financial Group LLC. The filing does not specify the time commitment.

Employment History
Current Registrations
Center for Asset Management, LLC
June 2022 - Present · 3 yrs 11 mos
State Registrations1 state
FL
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.
Darren Hardersen - Financial Advisor | TrueAdvisor