Darby Creek Financial Advisors offers comprehensive financial planning, financial consulting, and discretionary portfolio management for individuals and businesses. Portfolio management utilizes exchange-traded funds and mutual funds aligned with your risk tolerance and time horizon, with accounts primarily held at Charles Schwab & Co. Financial planning services cover net worth statements, cash flow analyses, tax planning, retirement projections, 401(k) reviews, and education planning. Darby Creek Financial Advisors also offers management services for donor-advised funds through Schwab Charitable. Scott Donnelly serves as the Managing Member and Chief Compliance Officer.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $499K | 1.00% |
| $499K - $999K | 0.80% |
| $999K - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Fees are negotiable. Accounts under $500,000 may incur additional financial planning fees.