Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
200 Reservoir Street, Suite 303, Needham, MA, 02494
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No disclosures, customer disputes, or regulatory actions on file.
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Kristin is a senior contributor for Forbes.com, writing for their website since April 2019. This activity is not investment-related and takes minimal time.