Darwin Wealth Management
Assets Under Management
$617.3M
Number of Clients
940
Number of Advisors
10
Average Client AUM
$657K
AUM per Advisor
$61.7M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Darwin Wealth Management, LLC is a registered investment advisor based in Tampa, Florida, with offices in Largo and Westport, CT. They offer discretionary and non-discretionary portfolio management, financial planning, financial consulting, and pension consulting services. Investment advice is tailored to meet clients' individual needs and investment objectives.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.5M | 0.70% |
| $7.5M+ | 0.50% |
Fees may be negotiable in limited circumstances.
Fee Estimator
For portfolio management, you'll pay an annual fee based on a percentage of your assets (see the table for rates). Financial planning and consulting services are offered at $150/hour or a fixed fee ranging from $750 to $1,500, depending on complexity. Model fees may also apply. The firm may earn a fee from StoneCastle if clients participate in the FICA Program. The firm also receives compensation from the Issuer for selling fee-based annuities.
Areas of Practice
Location
4601 W North A Street, Tampa, FL, 33609-1909