Fee-OnlyFinder

% of assets managed in Darien, CT

16 advisers in Darien offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 16

Avos Capital Management, LLC19 Old Kings Highway South, Suite 200 · Darien, CT 06820 · (720) 864-4348 · % of assets managedCRD 313979 · % of assets, Performance-based fees · $297.8 million AUMSEC registeredNo commissions reportedBeacon Capital, LLC30 Old Kings Highway South, Suite 200 · Darien, CT 06820 · (203) 662-3415 · % of assets managedCRD 127583 · % of assets · $61.2 million AUMState registeredNo commissions reportedBeirne.20 Old Kings Highway · Darien, CT 06820 · (203) 701-8606 · Financial planningCRD 167103 · % of assets, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reportedBourgeon Capital Management LLC320 Post Road, Suite 220 · Darien, CT 06820 · (203) 280-1170 · Financial planningCRD 108054 · % of assets, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedFairfield, Bush & CO.320 Boston Post Road, Suite 150 · Darien, CT 06820 · (203) 777-5900 · Flat / fixed feesCRD 105970 · % of assets, Fixed fees · $589.0 million AUMSEC registeredNo commissions reportedGene Alexander Qualman972 Post Road · Darien, CT 06820 · (203) 655-6727 · % of assets managedCRD 127531 · % of assets · $41.2 million AUMState registeredNo commissions reportedInvestors Capital Management INC30 Old Kings Highway South - Suite 200 · Darien, CT 06820 · (203) 656-7235 · % of assets managedCRD 110823 · % of assets · $74.1 million AUMState registeredNo commissions reportedMakenna & Company, INC.30 Old Kings Highway South, Suite 214 · Darien, CT 06820 · (203) 202-2117 · Financial planningCRD 132744 · % of assets, Fixed fees · $3.8 million AUMState registeredNo commissions reportedMorse Asset Management, INC.23 Old Kings Highway South, Suite 200 · Darien, CT 06820 · (646) 568-4083 · % of assets managedCRD 285650 · % of assets · $534.3 million AUMSEC registeredNo commissions reportedPrivate Capital Advisors, INC.23 Old Kings Highway South, Suite 200 · Darien, CT 06820 · (347) 960-4520 · Flat / fixed feesCRD 125771 · % of assets, Fixed fees, Performance-based fees · $1.3 billion AUMSEC registeredNo commissions reported
Private Capital Asset Management LLC23 Old Kings Highway South, Suite 200 · Darien, CT 06820 · (203) 656-0700 · Flat / fixed feesCRD 317930 · % of assets, Fixed fees, Performance-based fees · $13.0 million AUMSEC registeredNo commissions reportedProsophia Advisors, LLC320 Boston Post Rd, Suite 180 · Darien, CT 06820 · (203) 295-4055 · % of assets managedCRD 328819 · % of assets, Performance-based fees · $600,000 AUMState registeredNo commissions reportedSpree Capital Advisers327 Hollow Tree Ridge Road, Sca · Darien, CT 06820 · (646) 321-3578 · % of assets managedCRD 299067 · % of assets, Performance-based fees · $12.0 million AUMState registeredNo commissions reportedSprott Asset Management USA INC.320 Post Road, Suite 230 · Darien, CT 06820 · (203) 656-2400 · Financial planningCRD 139022 · % of assets, Performance-based fees · $10.1 billion AUMSEC registeredNo commissions reportedStone Blue Capital LLC320 Boston Post Road, Suite 180-102 · Darien, CT 06820 · (203) 750-8767 · % of assets managedCRD 334535 · % of assets, Performance-based fees · $5.7 million AUMState registeredNo commissions reportedStratis Capital, LLC30 Old Kings Highway South · Darien, CT 06820 · (917) 705-2500 · % of assets managedCRD 300130 · % of assets · $507.5 million AUMSEC registeredNo commissions reported