Darrow Wealth Management is a fee-only wealth management and investment advisory firm operating since September 1987 with offices in Needham and Boston, Massachusetts. Darrow Wealth Management provides personalized investment management using global asset allocation models primarily composed of low-cost exchange-traded funds and mutual funds. In addition to portfolio management, Darrow Wealth Management offers specialized advisory, consulting, and support services including financial modeling, divorce consulting, estate settlement support, discovery support, and retirement plan consulting. The firm tailors its services to each client's risk profile, time horizon, and goals, and operates as a fiduciary bound to act in clients' best interests.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fees typically range between 0.70% and 1.00% for equity portfolios and 0.50% for fixed-income only portfolios, subject to a $15,000 minimum annual fee.