DT
DT

Darren Thompson

2 Years of Experience
Broker

Darren Thompson is a registered investment advisor at Ministry Partners Securities, LLC, based in Nampa, ID, with 2 years of industry experience. Darren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 115 clients with $15M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
115 clients
Average Client Portfolio
$132K average
Assets Under Management
$15.2M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)

MPS refers clients to third-party money managers for investment management. The annual fee for these programs ranges from 1.00% to 2.20% of the total value of assets in your account. MPS receives a portion of this fee from the third-party money manager. Fees are negotiable based on the account value, asset types, financial situation, and trading activity.

Specific fee arrangements vary depending on the third-party money manager:

  • Camelot Portfolios: Maximum annual fee of 1.50%, with MPS receiving up to 0.67% of the total annual fee.
  • AssetMark: Maximum total annual fee of 2.20%, including both advisory and platform fees. MPS may receive up to 1% of the annual fee, in addition to AssetMark's platform fee (0.00% - 1.20%).
  • Harvest Investment: Total annual fee varies based on account assets, with MPS receiving a maximum of 1% of the total annual fee.
Loading...

Location

716 E. Colorado Ave., Nampa, ID, 83686

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 →
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
August 2023 - Present · 2 yrs 8 mos
Ministry Partners Securities, LLCBroker
May 2023 - Present · 2 yrs 11 mos
State Registrations12 states
AZCACOFLIDILNYOHORTNTXWA
AdvisorBrokerBoth

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.