Darden Wealth Group

Darden Wealth Group, Inc. is a registered investment advisor based in Michigan, offering a client-centered advisory experience to a diverse clientele, including private clients, foundations, educational institutions, businesses, and not-for-profit organizations. The firm emphasizes the importance of a comprehensive financial plan tailored to each client's unique financial profile, encompassing factors such as time horizon, goals, and risk tolerance. Darden Wealth Group provides services such as Private Wealth Management, Financial Planning, Retirement Plan Management, and Pension Consulting, with options for ongoing, quarterly, or hourly engagements. For ongoing Wealth Management clients, the firm offers discretionary authority over accounts, acting as fiduciaries committed to clients' best interests. Fees are structured based on assets under management, with tiered fee schedules and customized investment strategies. Clients can set restrictions on investment types to align with their goals. The firm does not charge performance-based fees and requires a minimum of $500,000 in investable assets from clients. Darden Wealth Group employs a fundamental approach to investing, focusing on stocks, bonds, mutual funds, and other asset classes, with a goal of sustainable growth over the long term. The firm's fee structure includes annual wealth management fees based on household assets, flat fees, and hourly rates for financial planning services. Darden Wealth Group does not engage in performance-based fees or charge hourly fees in addition to asset-based fees. The firm's investment discretion allows for managing securities on clients' behalf, with clients retaining the ability to set limits based on individual preferences for investments or risk. Clients receive regular portfolio reviews and have the option to choose their custodian, with recommendations provided upon request. Darden Wealth Group prioritizes client communication and transparency, emphasizing a client-centric approach to financial planning and investment management.