Darren Port
Darren Port is a registered investment advisor at Spire Wealth Management, LLC, based in Mclean, VA, with 21 years of industry experience. Darren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 9,489 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Spire Wealth Management's annual account management fees are based on a percentage of the value of your portfolio and generally range from 0.02% to 2.25%. The specific fee schedule is disclosed in your Investment Management Agreement. While Spire doesn't have a strict minimum account size, they generally prefer a minimum of $25,000 under management, though this may be negotiable. Fees are usually paid monthly.
Location
7901 Jones Branch Dr., Suite 810, Mclean, VA, 22102
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2017Other Business ActivitiesSells Insurance
Darren has been an insurance agent with various insurance carriers since 2005 and operates a sole proprietorship, DCP Wealth Mgrs, for non-variable insurance sales. He also serves as President of Tota Vita Financial Associates, dedicating full-time hours to financial advising.
Employment History
Current Registrations
Spire Wealth Management, LLC
Spire Securities, LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations11 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.