Darren Bloom
Darren Bloom is a CFP-designated registered investment advisor at Wealthetic LLC, based in San Diego, CA, with 28 years of industry experience. Darren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 24 clients with $13M 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 | 1.50% |
| $1M+ | 1.00% |
Schedule shown is for Comprehensive Portfolio Management. Asset Management fees are 1.00% on the first $1,000,000 and 0.75% on the portion above $1,000,000. Fees are negotiable.
Fee Estimator
Location
5755 Oberlin Dr, #301, San Diego, CA, 92121
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2000Other Business ActivitiesSells Insurance
Darren operates iScott.net as a DBA for his LPL business and is involved with non-variable insurance. He also works as a motorsports commentator (minimal time) and organizes races for BAJA Rally LLC (about two-thirds of his time).
Employment History
Current Registrations
Wealthetic LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Wamu Investments, INC.
Wamu Investments, INC.Broker
Presidential Brokerage, INC.Broker
Global Capital Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dean Witter Reynolds INC.Broker
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.