Darby Wealth Planning provides personalized financial planning and portfolio management services. Financial planning includes cash flow, retirement, insurance, portfolio, education savings, estate, elder care, and corporate executive planning. Portfolio management is discretionary, tailored to client goals and risk tolerance. They may recommend third-party advisors.
Assets Under Management$22M
Clients19
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees may be negotiable depending on the amount of assets under management, range of investments, and complexity of the client’s financial circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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