DB
CFP
DB
CFP

Darren Beck

17 Years of Experience
Atlanta, GA

Darren Beck is a CFP-designated registered investment advisor at Pathway Financial Advisors, LLC, based in Atlanta, GA, with 17 years of industry experience. Darren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 241 clients with $890M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
241 clients
Average Client Portfolio
$3.7M average
Assets Under Management
$894.8M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.85%
$3.0M - $10.0M0.75%
$10M+0.50%

Fees are negotiable and may be offered on an annual flat fee basis, not to exceed 3.00% of the client’s assets under management. For discretionary investment management services offered as a stand-alone service, the annual fee generally ranges between negotiable and 1.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2000 Riveredge Pkwy, Ste 640, Atlanta, GA, 30328

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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 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
May 2008 - Present · 17 yrs 11 mos
State Registrations1 state
GA
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 Beck - Financial Advisor | TrueAdvisor