Darryl Franklin is a registered investment advisor at Oakwood Wealth Advisors LTD., based in Naperville, IL, with 16 years of industry experience. Darryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 43 clients with $12M 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 $100K | 0.75% |
| $100K - $250K | 0.70% |
| $250K - $500K | 0.65% |
| $500K - $1.0M | 0.60% |
| $1.0M - $2.0M | 0.55% |
| $2.0M - $2.5M | 0.50% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. Active Wealth Management is 2.50% for $250,000 - $2,500,000. Performance based fees are charged to qualified investors at 2.25% AUM and 10% of net profits above a high water mark.
Fee Estimator
Location
Naperville, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Darryl is a graduate school instructor at Benedictine University since 2010. He spends minimal time on this activity during trading hours and a few hours per week during non-trading hours.
Employment History
Current Registrations
Oakwood Wealth Advisors LTD.
Previous Registrations
David A. Noyes & Company
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
State Registrations1 state
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