Darren Beck is a CFP-designated registered investment advisor at Pathway Financial Advisors, LLC, based in Atlanta, GA, with 18 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 253 clients with $1.6B 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable. Pathway Financial Advisors may also charge an annual flat fee up to 3.00% of assets under management depending on the engagement.
Fee Estimator
Location
2000 Riveredge Pkwy, Ste 640, Atlanta, GA, 30328
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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
Darren is the Vice President of MMB Anesthesia LLC, where his wife is the sole employee. He dedicates minimal time to administrative duties such as payroll and tax payments.
Employment History
Current Registrations
Pathway Financial Advisors, LLC
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
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