Andrea Darden is a registered investment advisor at Darden Wealth Group, based in Ann Arbor, MI, with 15 years of industry experience. Andrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning. Their firm serves 273 clients with $380M 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 | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | Included |
Fees negotiable above $5 million. Managed Individual Retirement Plan Assets (403(b)/401(a)/457/401(k) plans) are charged a discounted flat fee of 0.5% of assets under management unless total household assets are below $500,000. All stock-based investment accounts above $500k use the Darden Advantage Plus fee schedule.
Fee Estimator
Location
415 Detroit St., Ste 100, Ann Arbor, MI, 48104
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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 Activities
Andrea is a board member of the Michigan Research Institute, a non-profit organization developing technologies. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Darden Wealth Group
Previous Registrations
C&d Wealth Advisors
State Registrations2 states
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