DP

Darren Christopher Port

20 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
68 advisors
Number of Clients
9,489 clients
Average Client Portfolio
$487K average
Assets Under Management
$4.6B

Fee Structure

Minimum Investment:$25K

Spire's annual account management fees range from 0.02% to 2.25% of assets under management, billed monthly in arrears. While there is no minimum account size, it is generally preferred to have a minimum of $25,000 in assets under management, but this may be negotiable. Financial planning fees are negotiated and can be hourly or fixed. Clients are also responsible for custodial and broker-dealer fees.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners
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Advisor Information

Office location

7901 Jones Branch Dr., Suite 810, Mclean, VA, 22102

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
April 2017
Other Business ActivitiesSells Insurance

Darren has been an insurance agent with various insurance carriers since 2005 and operates a sole proprietorship, DCP Wealth Mgrs, for non-variable insurance sales. He also serves as President of Tota Vita Financial Associates, dedicating full-time hours to financial advising.

Employment History
Current Registrations
Spire Wealth Management, LLC
June 2017 - Present · 8 yrs 7 mos
Spire Securities, LLCBroker
June 2017 - Present · 8 yrs 7 mos
Previous Registrations
Waddell & Reed
February 2005 - May 2017 · 12 yrs 3 mos
Waddell & ReedBroker
February 2005 - May 2017 · 12 yrs 3 mos
State Registrations16 states
ALAZCACOFLIAILMDMIMNMSNDOHSDTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Darren Christopher Port - Financial Advisor | AdvisorDiscover