Michelle Wells is a CFA-designated registered investment advisor at Darrow Wealth Management, based in Needham, MA, with 26 years of industry experience. Michelle 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, and 1 more. Their firm serves 121 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Darrow Wealth Management (DWM) provides investment management services for an annual fee based on the value of the assets managed and the complexity of services provided. The annual fee varies between 0.70% and 1.00% for portfolios containing equity securities and between 0.25% and 0.50% for portfolios containing only fixed income securities. DWM generally imposes an account minimum fee of $5,000, billed quarterly.
Location
200 Reservoir Street, Suite 303, Needham, MA, 02494
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Darrow Wealth Management
State Registrations2 states
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