Darda Financial Services provides investment management and financial planning to individuals and small businesses. Darda offers personalized investment advice and creates financial plans covering areas like retirement, college, and estate planning. Darda also provides accounting, tax, and insurance services.
Assets Under Management$26M
Clients153
Advisors1
Avg. per Client$170K
Avg. per Advisor$26M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.50% |
| $25K - $100K | 1.00% |
| $100K - $500K | 0.75% |
| $500K - $1.0M | 0.60% |
| $1.0M - $2.5M | 0.45% |
| $2.5M - $5.0M | 0.35% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...