Darek Koleda is a ChFC-designated registered investment advisor at Pine Valley Investments, based in Marlton, NJ, with 8 years of industry experience. Darek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,809 clients with $2.2B 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 $2.0M | 1.80% |
| $2.0M - $20.0M | 1.50% |
| $20.0M - $100.0M | 1.20% |
| $100M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
10 E. Stow Rd., Suite 200, Marlton, NJ, 08053
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
Darek owns Koleda Tax LLC d/b/a Fanty, Koleda & Associates, a tax and financial firm, taking about three-quarters of his time. Darek is also a licensed insurance agent.
Employment History
Current Registrations
Pine Valley Investments
Previous Registrations
Avantax Advisory Services
Koleda Wealth Planners LLC
Lane Hipple - Wealth Management Group
State Registrations1 state
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