Darren Grossman
Darren Grossman is a CFP-designated registered investment advisor at Centaurus Financial, INC., based in Anaheim, CA, with 15 years of industry experience. Darren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
2300 E. Katella Avenue, Suite #200, Anaheim, CA, 92806
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2024Customer Dispute
August 2022Customer Dispute
August 2021Other Business ActivitiesSells Insurance
Darren is the principal of CGM Risk Management and Insurance Services LLC, spending about 10-20% of his time quoting property and casualty insurance. He is also an agent for GM Financial Consultants and Integrated Financial Concepts National Life Group, selling property & casualty, fixed insurance, and life insurance products, dedicating minimal time to the latter.
Employment History
Current Registrations
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
State Registrations10 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.