Darren Obrecht is a registered investment advisor at Captrust, based in Omaha, NE, with 24 years of industry experience. Darren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B 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 $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
10250 Regency Circle, Suite 100, Omaha, NE, 68114
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 Activities
Darren is the President of the Omaha Suburban Athletic Association, organizing league commissioners, dedicating about 10-20% of his time. He is also a Partner at Nebraska Prospects Baseball Club LLC, registering players and scheduling, taking up about a third of his time.
Employment History
Current Registrations
Captrust
Previous Registrations
Frontier Wealth Management, LLC
Karstens Investment Counsel, INC.
Mccarthy Group Advisors, L.L.C.
Karstens Investment Counsel, 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.