Thomas Darden
Thomas Darden is a CFP-designated registered investment advisor at Jim Saulnier & Associates, LLC, based in Fort Collins, CO, with 7 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 182 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
JS&A offers two investment management services with fixed annual fees, billed quarterly:
- Investment Model: Designed for individuals actively saving for retirement. The annual fee is $4,700 plus $100 per managed account. A minimum household aggregate account size of $500,000 is generally required, but may be negotiable.
- Investment Positioning: Designed for those actively withdrawing from their retirement assets and is only available to existing retirement planning clients of JS&A. The annual fee is $7,700 plus $100 per managed account. A minimum household aggregate account size of $750,000 is generally required, but may be negotiable.
Clients can schedule optional hour-long portfolio review meetings for $320 per meeting.
Location
506 East Mulberry St, Fort Collins, CO, 80524
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
Thomas is a licensed insurance agent. The filing does not specify the type of insurance or time commitment.
Employment History
Current Registrations
Jim Saulnier & Associates, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward JonesBroker
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.