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CFP

Vince Darling

Focus Financial
8 Years of Experience
Forest Lake, MN
BrokerSells Insurance
View SEC Summary
View SEC Summary

Vince Darling is a CFP-designated registered investment advisor at Focus Financial, based in Forest Lake, MN, with 8 years of industry experience. Vince is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 13,684 clients with $6.8B in assets under management.

Focus Financial
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
121 advisors
Number of Clients
13,684 clients
Average Client Portfolio
$499K average
Assets Under Management
$6.8B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Advisors may use flat fee percentages, fixed dollar fees, linear schedules, or tiered schedules. Fees are negotiable and depend on the account size, complexity, and investment types. Maximum stated rate for general tiers is typically up to 1.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7735 162nd Avenue NE, Forest Lake, MN, 55025

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Vince works as a non-registered sales assistant for Focus Financial, dedicating nearly full-time hours. He also works as an insurance agent for Focus Financial Network Inc., selling life, disability, and long-term care insurance, and spends about half his time as a financial advisor for both Focus Financial Network Inc. and Stonebridge Advisor Group Inc.

Employment History
Current Registrations
Focus Financial
October 2019 - Present · 7 yrs
Osaic Wealth, INC.
August 2018 - Present · 8 yrs 2 mos
Osaic Wealth, INC.Broker
August 2018 - Present · 8 yrs 2 mos
State Registrations8 states
AZFLHIIAMNNDNMWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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