Darwin Wealth Management Fees & Minimum

Overview

Headquarters: Tampa, FL
Total Firm Assets: $614 million
Average High-Net-Worth Client Portfolio Size: $2.6 million

Fee Disclosure

Source: FORM ADV PART 2A (2026-03-06) · 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	$5,000,000	0.70%
$5,000,001	$7,500,000	0.50%
$7,500,001	and above	0.40%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$41,000	0.82%
$10 million	$63,500	0.64%
$50 million	$223,500	0.45%
$100 million	$423,500	0.42%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 65.91%
Number of High-Net-Worth Clients: 157
Total Client Accounts: 2,341
Discretionary Accounts: 2,341

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 166585

FORM ADV PART 2A (2026-03-06) (fee schedule source) · View brochure text

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

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