Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MPS offers financial planning services with fees ranging from $400 to $1,600, depending on the complexity and details of the plan. Annual review fees range from $100 to $400 based on the initial financial planning level of service. Hourly consultations are available at $165 per hour. Asset-based fees for third-party money managers range from 1.00% to 2.20% of the total value of assets. Fees are negotiable based on various factors.
Areas of Practice
Advisor Information
Office location
One Pointe Dr, Suite 205, Brea, CA, 92821
Get directionsRegulatory History
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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Darren is the President/CEO of Ministry Partners Investment Company (MPIC), which focuses on church financing and business lending. He dedicates about 10-20% of his time to this role, with some of those hours occurring during securities trading hours.