Delmer Hyde
Delmer Hyde is a ChFC-designated registered investment advisor at Trek Financial, based in Vernal, UT, with 43 years of industry experience. Delmer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,035 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
Fees may be subject to negotiation depending upon unique circumstances. Fees assessed on different assets in a portfolio may vary, depending on restrictions and complexity of management. In addition to the advisory fee, a platform fee is charged. Third-party managers and sub-advisors will charge an additional fee.
Fee Estimator
Location
1256 W 400 S, Suite 2, Vernal, UT, 84078
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2005Criminal
November 1987Other Business ActivitiesSells Insurance
Delmer is an IAR affiliated with an RIA through BCJ Capital Management, LLC, and an agent selling fixed insurance products through BCJ Financial Group, LLC, dedicating about a quarter of his time and about a third of his time respectively. He also has several other business activities including managing a farm and garden business with his family, managing office expenses, managing rental properties, owning a share of his office building, and managing revenue and expenses for a fixed business.
Employment History
Current Registrations
Trek Financial
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
World Equity Group, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.