DB
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Darrin Brown

4 Years of Experience
Greenwood Village, CO
1 DisclosureSells Insurance

Darrin Brown is a registered investment advisor at Elevated Capital Advisors, LLC, based in Greenwood Village, CO, with 4 years of industry experience. Darrin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 1,007 clients with $500M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,007 clients
Average Client Portfolio
$496K average
Assets Under Management
$499.1M

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees vary by advisor and program, with total advisory fees not exceeding 2.25% of assets under management. Administration fees range from 0.25% to 0.75%, and advisor fees range up to 1.75% depending on the portfolio type.

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

8400 E. Prentice Avenue, Suite 1500, Greenwood Village, CO, 80111

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History

Regulatory History (1)
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Judgment / Lien
June 2010
Other Business ActivitiesSells Insurance

Darrin receives quarterly payments as an insurance agent broker for Guardian Life for business written in the past. He also operates Solid Money Solutions as a sole proprietor, offering life, long-term care, disability, and Medicare insurance contracts, dedicating nearly full-time hours to this.

Employment History
Current Registrations
Elevated Capital Advisors, LLC
July 2022 - Present · 4 yrs 3 mos
State Registrations1 state
CO
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.
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