Darren Gee is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in South San Francisco, CA, with 10 years of industry experience. Darren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 36,172 clients with $84B 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 $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Schedule reflects the Custom Wealth and Ascend Group standard tiers. Other service levels such as Wealth Path and Guided Investing have different fee schedules and minimums.
Fee Estimator
Location
South San Francisco, CA
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 affiliated with Stratos Wealth Partners and Pettinelli Financial Partners, both DBAs for his LPL business and Registered Investment Advisor DBAs. These investment-related activities consume nearly all of Darren's time.
Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
LPL Financial LLCBroker
Stratos Wealth Partners, LTD
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
J.P. Morgan Securities 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
- Robert Moses, CFAAlpha Solutions Investment Advisors
- Jeffrey Yoakum, CFPYoakum Wealth Management
- Kelly Cunningham, CFPEdward Jones