Darby Investment Services (DIS) offers financial planning and investment advice to individuals and families. DIS's planning services can include taxes, cash flow, retirement, and investment allocation. DIS acts as a fiduciary, making recommendations, but clients are responsible for implementing them. If requested, DIS will assist with implementation. DIS may recommend insurance products and receives commissions from those sales, creating a potential conflict of interest.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Cash Flow Financial Plan — $125 to $350 per meeting, depending on complexity.
- Financial Budget Preparation — $250 to $500, depending on the complexity of financial records.
- Project Retainer — Fees are determined on a fixed-fee basis based on the complexity and time required for the project. An hourly fee of $125 may be negotiated for specific project requests.
One-Time Plan:$125 - $500
Hourly Rate:$125/hr
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