Darren Thompson
Darren Thompson is a registered investment advisor at Ministry Partners Securities, LLC, based in Fresno, CA, with 3 years of industry experience. Darren is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 132 clients with $25M 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 $50K | 1.90% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.65% |
| $250K - $750K | 1.65% |
| $750K+ | 1.60% |
Schedule reflects Harvest Investment Services program rates. Other third-party managers charge maximum annual fees up to 1.50% (Camelot) or 2.20% (AssetMark). Fees are negotiable.
Fee Estimator
Location
8483 N. Millbrook Avenue, Suite 106, Fresno, CA, 93720
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
Darren is the President/CEO of Ministry Partners Investment Company (MPIC), which focuses on church financing and business lending. He dedicates about 10-20% of his time to this role, with some of those hours occurring during securities trading hours.
Employment History
Current Registrations
Ministry Partners Securities, LLC
Ministry Partners Securities, LLCBroker
State Registrations12 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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