Darwin Wealth Management, LLC provides comprehensive investment management, financial planning, and financial consulting services to individuals, high-net-worth clients, and business entities. Founded in 2012 with offices in Florida and Connecticut, Darwin Wealth Management tailors its portfolio management services to meet client objectives through both discretionary and non-discretionary arrangements. The firm constructs personalized portfolios using individual securities, exchange-traded funds, mutual funds, model portfolios, and third-party money managers. Additionally, Darwin Wealth Management offers automated web-based portfolio management through Betterment for Advisors and manages external retirement accounts using platforms like Pontera. For financial planning and consulting, the firm provides guidance on topics such as risk management, financial organization, and cash flow strategies. Darwin Wealth Management operates as a registered investment advisor legally required to act in your best interest, and it may coordinate with affiliated insurance agencies to offer insurance products and fee-based annuities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.50% |
| $7.5M+ | 0.40% |
Fees are applied on a blended basis and are negotiable. Additional model fees ranging from 0.10% to 0.75% may apply depending on the selected investment model.