Darin Bemis
Darin Bemis is a CFA-designated registered investment advisor at Lederer & Associates Investment Counsel, based in Long Beach, CA, with 22 years of industry experience. Darin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 137 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Rates may be negotiable depending on portfolio size, and family accounts in the same household may be combined. Minimum annual fees may be imposed on portfolios under $500,000.
Fee Estimator
Location
5305 East 2nd Street, Suite 201, Long Beach, CA, 90803-5317
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Lederer & Associates Investment Counsel
State Registrations1 state
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
More Advisors
- Rahamin Suares, CFPLPL Financial LLC
- Robert Price, CFPProsperity Wealth Planning LLC
- Tristin Redmon, CFPLPL Financial LLC
- Ruben Cisneros, CFPSeacrest Wealth Management, LLC
- David Ross, CFPRoss Financial Group
- Jerry Sheby, CFPLPL Financial LLC