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Darren Moss

4 Years of Experience
West Hollywood, CA

Darren Moss is a registered investment advisor at D. Moss Wealth Management, based in West Hollywood, CA, with 4 years of industry experience. Darren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 13 clients with $18M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
13 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$18.4M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.20%
$500K - $3.0M0.90%
$3.0M - $5.0M0.80%
$5M+0.70%

Family accounts may be combined to reach a lower fee schedule. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

West Hollywood, CA

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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 Activities

Darren is the sole owner of the RIA and will receive all distributed profits.

Employment History
Current Registrations
D. Moss Wealth Management
May 2021 - Present · 5 yrs
State Registrations3 states
CAMATX
Advisor

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.
Darren Moss - Financial Advisor | TrueAdvisor