Darren Heil is a registered investment advisor at Qm Advisors LLC, based in Peachtree City, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 159 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
QM Advisors offers portfolio management services, charging a negotiated fee up to a maximum of 1.5% annually, based on the value of the assets in your account. The fee is calculated quarterly. You can terminate the agreement with 30 days' written notice.
Location
Peachtree City, GA
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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 ActivitiesSells Insurance
Darren is the owner of 1776 Capital LLC and a licensed insurance agent since 2010. As an insurance agent, he dedicates minimal time and may offer clients advice or products, which could present a conflict of interest.
Employment History
Current Registrations
Qm Advisors LLC
Previous Registrations
Ceros Financial Services, INC.Broker
Capital Research Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Andover Brokerage, L.L.C.Broker
Schonfeld Securities, LLCBroker
State Registrations4 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.