Darwin Moore
Darwin Moore is a registered investment advisor at Financial Freedom House, based in Waterford, MI, with 13 years of industry experience. Darwin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 533 clients with $210M 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 - $1.0M | 0.80% |
| $1M+ | 0.40% |
Fees are calculated quarterly based on the portfolio value on the last day of the preceding quarter. An additional technology and recordkeeping fee of 0.15% applies to the first $1 million and 0.10% thereafter. Fees are negotiable.
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.
Exams
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