Darden Wealth Group Fees & Minimum

Overview

Headquarters: Ann Arbor, MI
Total Firm Assets: $380 million
Average High-Net-Worth Client Portfolio Size: $2.7 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: DWG ADV 2A BROCHURE (2026-03-05) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.00%
$1,000,001	$2,000,000	0.90%
$2,000,001	$3,000,000	0.80%
$3,000,001	$4,000,000	0.70%
$4,000,001	$5,000,000	0.60%
$5,000,001	and above	Negotiable

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$40,000	0.80%
$10 million	Negotiable	Negotiable
$50 million	Negotiable	Negotiable
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 70.95%
Number of High-Net-Worth Clients: 100
Total Client Accounts: 1,151
Discretionary Accounts: 1,059
Non-Discretionary Accounts: 92

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars

Regulatory Filings

SEC CRD Number: 294926

DWG ADV 2A BROCHURE (2026-03-05) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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