Overview
- Headquarters
- Needham, MA
- Total Firm Assets
- $392 million
- Average High-Net-Worth Client Portfolio Size
- $4.5 million
- Stated Minimum Account Size
- $2,000,000
Fee Disclosure
Source: DARROW WEALTH MANAGEMENT DISCLOSURE BROCHURE (2026-07-09) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 0.70% – 1.00% |
Stated Minimum Annual Fee: $15,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | $50,000 | 1.00% |
| $10 million | $100,000 | 1.00% |
| $50 million | $500,000 | 1.00% |
| $100 million | $1,000,000 | 1.00% |
Estimates use the upper end of the disclosed range. Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Massachusetts for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 94.24%
- Number of High-Net-Worth Clients
- 83
- Total Client Accounts
- 408
- Discretionary Accounts
- 408
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 105679
- DARROW WEALTH MANAGEMENT DISCLOSURE BROCHURE (2026-07-09) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗