Advisor at Cheviot Value Management, LLC
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Firm
Cheviot Value Management, LLC
Location
Beverly Hills, CA 90210
Credentials
Series 65
Industry experience
20 years
Darren Pollock is a financial advisor with Cheviot Value Management, LLC, holding a Series 65 designation and bringing 20 years of industry experience. He has been with Cheviot Value Management since 2000. Cheviot Value Management provides discretionary investment management and advisory services to individuals, trusts, retirement plan participants, charitable organizations, and corporations. The firm employs a value-oriented investment approach based on fundamental analysis and diversification, while allowing for concentrated positions and tactical asset allocation.
Based on Cheviot Value Management, LLC
Based on Cheviot Value Management, LLC
Up to $10,000 maximum for fixed fee financial planning services; $900 for budget coaching; $600 for 4 additional budgeting sessions
$0 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.80% annually $10,000,001 - $15,000,000: 0.60% annually $15,000,001+: 0.50% annually
Up to $700 per hour for financial planning services if not bundled with investment management
Account minimum: $400,000 to $2,000,000 depending on the Financial Advisor; may be reduced or waived at discretion
433 North Camden Drive, Suite 800
Beverly Hills, CA 90210
California · Texas
Cheviot Value Management, LLC
2010 - Present (16 years)
Cheviot Value Management, LLC
2000 - Present (26 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Verified by Warmer
CFP®
Calabasas, CA
Greenup Wealth
Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.
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Joseph C. Longo, Attorney At Law
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