DH
DH

Darren Henderson

18 Years of Experience
Newport Beach, CA
2 Disclosures

Darren Henderson is a registered investment advisor at Corient, based in Newport Beach, CA, 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 Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 4 more. Their firm serves 26,586 clients with $170B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
647 advisors
Number of Clients
26,586 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$165.3B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees vary by client and services provided, ranging up to 1.00% per year, and are negotiable. Clients acquired through business acquisitions may remain on their legacy fee schedules.

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

500 Newport Center Drive, Suite 700, Newport Beach, CA, 92660

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History

Regulatory History (2)
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Customer Dispute
October 2011
Denied
Customer Dispute
August 2008
Closed-No Action
Employment History
Current Registrations
Corient
November 2022 - Present · 3 yrs 11 mos
Previous Registrations
Corient Capital Partners, LLC
September 2015 - March 2023 · 7 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2008 - September 2015 · 7 yrs 3 mos
State Registrations2 states
CATX
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.
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