Darshan Makim is a registered investment advisor at Pointoak Retirement Advisors, based in Mclean, VA, with 19 years of industry experience. Darshan 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 103 clients with $1.1B 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 $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable depending upon the complexity of the client’s financial situation and the scope of services rendered.
Fee Estimator
Location
1751 Pinnacle Dr, Ste 600, Mclean, VA, 22102
Get directionsHistory
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 →Other Business Activities
Darshan is involved in several real estate ventures, including owning, operating, and managing properties through various LLCs. He also serves on the advisory board for Decision Technologies, Inc., a government contracting company, and acts as a referral contact for PointOak Retirement Advisors, LLC.
Employment History
Current Registrations
Pointoak Retirement Advisors
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Financial Telesis INCBroker
Financial Telesis, INC.
Kovack Advisors, INC.
Kovack Securities INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.