Darkhorse Advisor offers wealth management services, including financial planning and investment portfolio management. They manage investments on a discretionary or non-discretionary basis, allocating assets among mutual funds, exchange-traded funds (ETFs), and individual securities. Darkhorse Advisor tailors its services to each client's needs, offering initial consultations to determine financial objectives and potential problems.
Fee Structure
Darkhorse Advisor charges an annual fee based on a percentage of the value of your investments. The fee varies depending on the type of portfolio (Equity & Balanced, Fixed, or Cash Management) and the amount invested. Fees are negotiable for portfolios above $5,000,000.
For Equity & Balanced portfolios, the fees are:
- Up to $250,000: 1.25%
- $250,001 - $500,000: 1.10%
- $500,001 - $1,000,000: 1.00%
- $1,000,001 - $2,000,000: 0.85%
- $2,000,001 - $5,000,000: 0.65%
For Fixed portfolios, the fees are:
- Up to $250,000: 0.70%
- $250,001 - $500,000: 0.65%
- $500,001 - $1,000,000: 0.50%
- $1,000,001 - $2,000,000: 0.40%
- $2,000,001 - $5,000,000: 0.20%
For Cash Management portfolios, the fees are:
- Up to $5,000,000: 0.25%