Darren Devries is a registered investment advisor at De Vries Asset Management, LLC, based in Encinitas, CA, with 11 years of industry experience. Darren 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual investment advisory fees typically range from 0.8% to 1.5% depending on account size and complexity. All fees are negotiable.
Fee Estimator
Location
535 Encinitas Blvd, Suite 106, Encinitas, CA, 92024
Get directionsHistory
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 Activities
Darren is the owner of a tax preparation service. This takes nearly full-time hours.
Employment History
Current Registrations
De Vries Asset Management, LLC
Previous Registrations
Tweet Management Services, INC.
Voya Financial Advisors, INC.
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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