Darwin Lindsey
Darwin Lindsey is a CFP, ChFC-designated registered investment advisor at Lindsey Wealth Management, based in Vincennes, IN, with 17 years of industry experience. Darwin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 171 clients with $20M 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 $100K | 1.80% |
| $100K - $500K | 1.60% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.15% |
| $5.0M - $20.0M | 1.00% |
| $20M+ | 0.75% |
Fees are negotiable based on various factors.
Fee Estimator
Location
2801 N 6th St, Suite D, Vincennes, IN, 47591-3660
Get directionsHistory
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
Darwin is an independent insurance agent offering life, disability, and long-term care insurance. This activity requires minimal time.
Employment History
Current Registrations
Lindsey Wealth Management
Previous Registrations
Cwm, LLC
Dillon Wealth Management
LPL Financial LLC
Edward Jones
American Express Financial Advisors, INC.
State Registrations2 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.