D'arcy, Jeffrey (Miami)

D'arcy, Jeffrey provides financial planning services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

D'arcy, Jeffrey: assets under management

The assets under management (AUM) of D'arcy, Jeffrey is $18 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $15 million in discretionary accounts and $3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $312.5 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $600 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay D'arcy, Jeffrey for their services and products based on hourly charges and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Miami

The principal office where D'arcy, Jeffrey performs its advisory services is located at 30 Chainey Avenue, Miami, 4220 The mailing address of the firm is P.O. Box 180, Miami, 4220. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number +617418898688 or by fax +6175526 1658. The normal business hours are 9-5 on Monday - Friday.

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