Darrow Wealth Management
Assets Under Management
$308.1M
Number of Clients
118
Number of Advisors
3
Average Client AUM
$2.6M
AUM per Advisor
$102.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Darrow Wealth Management provides financial modeling, consulting, and investment management services tailored to individual client needs. They primarily allocate assets among low-cost ETFs and select mutual funds, and may recommend third-party money managers. Private Wealth Management program available for clients meeting a minimum annual fee.
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
Location
200 Reservoir Street, Suite 303, Needham, MA, 02494