Stewart Darrell
Stewart Darrell is a CFA-designated registered investment advisor at Darrell Capital Management, LLC, based in Rolling Hills Estates, CA, with 20 years of industry experience. Stewart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 26 clients with $75M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for amounts over $10,000,000. Different fees may be charged based on types of assets, related accounts, account composition, etc.
Fee Estimator
Location
609 Deep Valley Drive, Suite 200, Rolling Hills Estates, CA, 90274
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Regulatory History
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
Darrell Capital Management, LLC
Previous Registrations
Harris Financial Advisors, INC.
Delphi Private Advisors
Genspring Family Offices, LLC
Darrell & King, Investment Counsel, LLC
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.