Danny Freeman is a registered investment advisor at Darda Financial, based in Winston-Salem, NC, with 6 years of industry experience. Danny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 153 clients with $26M 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 $25K | 1.50% |
| $25K - $100K | 1.00% |
| $100K - $500K | 0.75% |
| $500K - $1.0M | 0.60% |
| $1.0M - $2.5M | 0.45% |
| $2.5M - $5.0M | 0.35% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Location
750 Bethesda Road, Winston-Salem, NC, 27103
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 →Other Business Activities
Danny is the 100% owner of Darda Press, a document preparation and publishing business, since 2003. He spends a few hours per week on this activity during evenings and weekends.
Employment History
Current Registrations
Darda Financial
State Registrations1 state
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