Darwin Moore
Darwin Moore is a registered investment advisor at Financial Freedom House, based in Waterford, MI, with 12 years of industry experience. Darwin 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 3 more. Their firm serves 525 clients with $190M 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 | 1.50% |
| $50K - $100K | 1.35% |
| $100K - $250K | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $1000K | 0.80% |
| $1M+ | 0.40% |
This account fee schedule does not include internal mutual fund/ETF expenses, platform/recordkeeping fees, or any fees charged by the account custodian, or other service providers. Cygnet reserves the right to negotiate lower fees with clients.
Fee Estimator
Location
6515 Highland Rd, Suite 240, Waterford, MI, 48327-1668
Get directionsHistory
Regulatory History (1)
Regulatory
February 2018Other Business ActivitiesSells Insurance
Darwin is an insurance agent with Cygnet Financial Planning, appointed with multiple carriers to solicit life, disability, and fixed annuity business, spending a few hours per week. He also owns and operates 4U, LLC, providing transportation and handyman services, also spending a few hours per week.
Employment History
Current Registrations
Financial Freedom House
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations1 state
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.