Darrell Mitchell is a registered investment advisor at Dfs Advisory, based in Denton, TX, with 11 years of industry experience. Darrell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 137 clients with $160M 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 $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.50% |
Schedule is for assets custodied at Schwab. Fees are negotiable. For assets custodied at Betterment, the tiered schedule is: Up to $999,999: 1.00%; $1,000,000 to $2,999,999: 0.90%; $3,000,000 to $4,999,999: 0.75%; $5,000,000 to $9,999,999: 0.65%; $10,000,000 and above: 0.50%
Fee Estimator
Location
1204 Bent Oaks Ct., Ste. 120, Denton, TX, 76210
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 ActivitiesSells Insurance
Darrell is an insurance agent for American National Insurance since 2017, offering comprehensive insurance solutions, and a registered representative for Distinct Financial Solutions, providing financial services to clients. He is also a managing partner in B&M Real Estate Group, LLC, buying and selling residential real estate, dedicating minimal time to this activity.
Employment History
Current Registrations
Dfs Advisory
Previous Registrations
Bfc Planning, INC.
Securities Management & Research, INC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Strategic Advisers, INC.
Fidelity Brokerage Services 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.