MW
CFA

Michelle Elise Wells

26 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
118 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$308.1M

Fee Structure

Minimum Investment:$2M
Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,000
Financial Plan Fee:$5,000 - $10,000

Darrow Wealth Management charges fees based on assets under management, with rates typically between 0.70% and 1.00% for portfolios containing equity securities and between 0.25% and 0.50% for portfolios containing only fixed income securities. The firm also offers financial modeling, divorce consulting, estate settlement, and discovery support services with project-based fees ranging from $5,000 to $50,000. A minimum annual fee of $5,000 applies for investment management relationships. An initial consultation deposit of $350 may be required.

Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & CoachingDivorce PlanningEstate PlanningHigh Net Worth
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Advisor Information

Office location

200 Reservoir Street, Suite 303, Needham, MA, 02494

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Darrow Wealth Management
April 1999 - Present · 26 yrs 9 mos
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.