Darrow Wealth Management

Assets Under Management

$308.1M

Number of Clients

118

Number of Advisors

3

Average Client AUM

$2.6M

AUM per Advisor

$102.7M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Darrow Wealth Management provides financial modeling, consulting, and investment management services tailored to individual client needs. They primarily use low-cost ETFs and select mutual funds. A $2,000,000 household asset minimum applies for Darrow Money Management Services.

Fee Structure

Minimum Investment:$2M
Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,000
Areas of Practice
Retirement PlanningEducation PlanningDivorce PlanningInvestment ManagementHigh Net Worth
Loading...
Location

200 Reservoir Street, Suite 303, Needham, MA, 02494

3 Advisors at this firm