Darren Leader is a CFA-designated registered investment advisor at Acacia Grove Wealth Management, based in Schenectady, NY, with 7 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 20 clients with $17M 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 $500K | 1.25% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $4.0M | 0.55% |
| $4M+ | 0.45% |
Fees may be negotiated.
Fee Estimator
Location
242 Union Street, #8, Schenectady, NY, 12305
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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 →Employment History
Current Registrations
Acacia Grove Wealth Management
Previous Registrations
Simmons Capital Group
Purshe Kaplan Sterling InvestmentsBroker
LPL Financial LLCBroker
State Registrations1 state
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