J.H. Darbie & Co., Inc. offers investment advisory services through licensed investment advisor representatives. J.H. Darbie & Co., Inc. provides a wrap fee program where clients receive both advisory and brokerage services for a single bundled fee, though third-party costs like custodial or mutual fund fees are paid separately. J.H. Darbie & Co., Inc. does not manage accounts on a discretionary basis, meaning clients retain final authority over all buying, selling, or holding decisions. J.H. Darbie & Co., Inc. also participates in a third-party registered investment advisor program through Morningstar Investment Services, where third-party investment managers oversee client portfolios. J.H. Darbie & Co., Inc. serves individuals, high net worth individuals, trusts, estates, and business entities. The firm emphasizes fundamental, technical, and cyclical methods of analysis and employs value investing, tactical asset allocation, and strategic asset allocation strategies.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.85% |
Wrap fees range from 0.85% to 1.85% annually, but may be lower for fixed income products. Fees are negotiable based on account size or family aggregation.