Darren Wagerman
Darren Wagerman is a registered investment advisor at Voya Retirement Advisors, LLC, based in San Diego, CA, with 26 years of industry experience. Darren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 7,672 clients with $37B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Voya Retirement Advisors offers Professional Management (PM), a managed account program, for a fee. The fee can be a single flat tier or a multi-tier model where the fee reduces as the account balance increases. The fees vary by plan and are considered confidential trade secrets, but the fee does not exceed 0.60% annually for the lowest asset level. The Income Beyond Retirement (IBR) feature is available at no additional cost to eligible PM enrolled participants within the Edelman Financial Engines service.
Location
San Diego, CA
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Regulatory History (1)
Judgment / Lien
January 2020Other Business Activities
Darren is a landlord, renting a room to a friend, and a driver for Lyft. He spends minimal time on the rental and about 10-20% of his time driving for Lyft.
Employment History
Current Registrations
Voya Retirement Advisors, LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Advised Assets Group, LLC
Gwfs Equities, INC.Broker
Wells Fargo Securities 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.