Darrell Doi is a registered investment advisor at Invesdid, based in Benicia, CA, with 17 years of industry experience. Darrell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
INVESDID acts as a co-advisor with Matson Money, Inc. (MM) to manage client accounts. INVESDID receives the management fees collected by MM. The annual fee is based on a maximum of 0.25% to 1.4% of the assets. The fee is negotiable based on the amount of assets and the Model Portfolio chosen. MM also receives fees of 0.50% per year on the average net assets of each series of the Matson Fund.
Location
Benicia, CA
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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 →Other Business ActivitiesSells Insurance
Darrell is a sole proprietor working as an insurance broker since 2016, offering insurance products and services. This activity takes about 10-20% of his time during trading hours.
Employment History
Current Registrations
Invesdid
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Nationwide Securities, LLCBroker
State Registrations2 states
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