Darhyl Pulley
Darhyl Pulley is a registered investment advisor at Capital Analysts, based in Mooresville, NC, with 21 years of industry experience. Darhyl is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 15,840 clients with $8.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Maximum annual financial advisor fee is established at 1.25%. Additional Capital Analysts administrative fees may apply ranging from 0.08% to 0.15% with a $200 minimum.
Fee Estimator
Location
109 Chuckwood Road, Suite 115, Mooresville, NC, 28117
Get directionsHistory
Regulatory History (1)
Criminal
November 2003Other Business ActivitiesSells Insurance
Darhyl is the President of Innovative Wealth Planning, Inc., an S Corp for payroll and taxes, and spends minimal time on it. He also works as a life insurance representative and is the President of Monarch Coffee, Inc., a potential future coffee shop.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations4 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.
Exams
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