D’Arcy Wealth Management provides investment advice, securities, insurance, and other financial services. D’Arcy focuses on helping clients develop and execute plans to build and preserve wealth while maintaining a socially responsible standard. D’Arcy offers asset management services through asset allocation planning, risk tolerance assessment, and portfolio optimization. D’Arcy manages assets on a non-discretionary basis.
Assets Under Management$1.3M
Clients9
Advisors2
Avg. per Client$150K
Avg. per Advisor$670K
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | Included |
Fees negotiable for amounts over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...