Andrea Darden
Advisor at Darden Wealth Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Darden Wealth Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Ann Arbor, MI 48104
Credentials
Series 65, Series 66
Industry experience
15 years
Andrea Darden is a financial advisor at Darden Wealth Group with 15 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Darden Wealth Group since 2018, previously practicing at Chisholm & Darden from 2007 to 2018. Andrea serves on the board of the Michigan Research Institute, a nonprofit focused on developing technologies addressing national needs. Darden Wealth Group serves private individuals, university faculty, business owners, foundations, and other nonprofit organizations, primarily working with households that meet the firm’s investable-asset threshold. The firm employs a fundamental, bottom-up investment process combined with macroeconomic and technical analysis, offering discretionary portfolio management with a mix of individual securities, bonds, and ETFs.
Based on Darden Wealth Group
Based on Darden Wealth Group
Flat fee ranges from $1,500 to $25,000 per quarter depending on planning complexity; Pension Consulting setup fee $500 to $2,000
$0 - $500,000: 2.00% $0 - $500,000: 0.50% on managed Individual Retirement Plan Assets (403(b)/401(a)/457/401(k) plans) $500,000 - $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+: Negotiable
$400 per hour for hourly financial planning, educational seminars, and other one-off services
Account minimum: $500,000 Minimum fee: Pension Consulting minimum fee of $5,000 annually Fee-only: Ongoing Wealth Management fees deducted quarterly; flat fee service available from $1,500 to $25,000 per quarter; hourly fee $400/hour; pension consulting fees with minimum $5,000 annually; tax analysis/preparation fees starting at $250
415 Detroit St., Ste 100
Ann Arbor, MI 48104
Michigan · Texas
Darden Wealth Group
2018 - Present (8 years)
Chisholm & Darden
2007 - 2018 (11 years)
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