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Darko Roupell

1 Year of Experience
Beverly Hills, CA

Darko Roupell is a registered investment advisor at Rushmore Capital Partners, based in Beverly Hills, CA, with 1 years of industry experience. Darko operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $2.0M1.00%
$2.0M - $4.0M0.75%
$4.0M - $10.0M0.50%
$10M+0.25%

Fees may be negotiable.

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

South Camden Drive, Apt 3, Beverly Hills, CA, 90212

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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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Employment History
Current Registrations
Rushmore Capital Partners
September 2024 - Present · 1 yr 8 mos
State Registrations1 state
CA
Advisor

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Exams
No exam information available for this advisor.