Darien Croce
Darien Croce is a registered investment advisor at Parallel Wealth Management, based in Redding, CA, with 18 years of industry experience. Darien operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 55 clients with $30M 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 $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.10% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
The annual fees are negotiable and are pro-rated and paid in arrears on a monthly basis.
Fee Estimator
Location
1147 Hilltop Drive, Redding, CA, 96003
Get directionsHistory
Regulatory History (1)
Regulatory
March 2007Other Business Activities
Darien is the principal and owner of Parallel Tax LLC, a tax preparation, tax planning, and bookkeeping business established in 2021. Darien spends about full-time hours per week on this business, with potentially more time during tax season, managing staff and completing tax-related tasks.
Employment History
Current Registrations
Parallel Wealth Management
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
State Registrations1 state
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.