DC
DC

Darren Capeloto

1 Year of Experience
Studio city, CA

Darren Capeloto is a registered investment advisor at Dcapital Wealth LLC, based in Studio city, CA, with 1 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 42 clients with $38M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
42 clients
Average Client Portfolio
$903K average
Assets Under Management
$37.9M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10M+0.25%

Fees are subject to negotiation based on account size, scope of services, competition, investment strategy, and client relationship.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Studio city, CA

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Dcapital Wealth LLC
August 2024 - Present · 1 yr 9 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.