Darin Robinson
Darin Robinson is a registered investment advisor at Precision Wealth Strategies, LLC, based in St. Louis, MO, with 23 years of industry experience. Darin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 342 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PWS charges an annual advisory fee, either fixed or based on a percentage of your portfolio. The percentage typically ranges from 1% to 2.2%. For some clients, PWS uses a tiered schedule, where the percentage charged depends on the amount in each tier. Fees for directly-managed held-away accounts, such as 401(k)s, may be billed directly to the client.
Location
4622 Macklind Ave, St. Louis, MO, 63109
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Regulatory History (1)
Customer Dispute
February 2010Other Business ActivitiesSells Insurance
Darin is involved in numerous business activities, including Integrated Consulting LLC, Precision Insurance LLC (providing life insurance, fixed annuities, LTC insurance, and health care plans), real estate development, private equity, and other ventures. Darin spends about 20% of his time on these activities.
Employment History
Current Registrations
Precision Wealth Strategies, LLC
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
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.