Andrew Drennan is a CFP-designated registered investment advisor at D'arcy Capital Management, LLC, based in San Diego, CA. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 106 clients with $230M 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 $1.0M | 1.75% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.80% |
| $25M+ | 0.80% |
Fees are negotiable based on account complexity, composition, and potential additional deposits. Individual stock programs (Large Cap Value or Small Cap Value) add an extra 0.50% annually, capped at a total of 1.75%. Cash management program is 0.25% annually.
Fee Estimator
Location
12625 High Bluff Drive, Suite 314, San Diego, CA, 92130
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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 →Employment History
Current Registrations
D'arcy Capital Management, LLC
Previous Registrations
Centura Wealth Advisory
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.
Exams
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