Darden Wealth Group provides financial planning and wealth management services to individuals, families, foundations, educational institutions, businesses, and non-profit organizations. Services include financial planning, retirement plan management, retirement income solutions, and major spending consultation. For wealth management clients, Darden Wealth Group creates a personalized financial plan and customized investment strategy. Clients can set restrictions on investments. Darden Wealth Group does not provide legal or accounting advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | Included |
Fees negotiable above $5 million. Managed Individual Retirement Plan Assets (403(b)/401(a)/457/401(k) plans) are charged a discounted flat fee of 0.5% of assets under management unless total household assets are below $500,000. All stock-based investment accounts above $500k use the Darden Advantage Plus fee schedule.