Kevin Darger
Kevin Darger is a registered investment advisor at Financial Management Network INC, based in Mission Viejo, CA, with 30 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,528 clients with $2.1B 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 $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.70% |
Rates apply to standard management accounts opened after July 1, 2002. Complex portfolios opened after September 30, 2011 are charged between 0.60% and 1.25%. Accounts over $3,000,000 are negotiable. Clients also pay a first-year start-up fee equal to two times the annual management fee.
Fee Estimator
Location
26041 Acero, Mission Viejo, CA, 92691
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2021Employment History
Current Registrations
Financial Management Network INC
Fmn Capital CorporationBroker
State Registrations51 states
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
- Curtis Farrell, CFPFinancial Management Network INC
- Joshua Valdivia, CFPFinancial Management Network INC
- Matthew Conner, CFPFinancial Management Network INC
- Jeffrey HoltFinancial Management Network INC
- Matthew Jordan, CFPFinancial Management Network INC
- Richard Rang, CFPFinancial Management Network INC