Darren Brennan
Darren Brennan is a CFP-designated registered investment advisor at Lakeshore Financial Planning INC., based in Saint Clair Shores, MI, with 13 years of industry experience. Darren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 491 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual portfolio management fee varies between 0.50% to 1.50% depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client. Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
23201 Jefferson Ave, Saint Clair Shores, MI, 48080
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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
Darren is a licensed insurance agent and an employee of Kaydan Wealth Management, an independent RIA, since 2017. He dedicates full-time hours to performing annual reviews and providing portfolio allocation advice to clients.
Employment History
Current Registrations
Lakeshore Financial Planning INC.
Previous Registrations
Kaydan Wealth Management, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Mercer Global Advisors INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
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
More Advisors
- Mark Romin, CFPLakeshore Financial Planning INC.