DD
CFP
DD
CFP

Danny Darchuck

36 Years of Experience
Carmel, CA

Danny Darchuck is a CFP-designated registered investment advisor at Topturn Capital, LLC, based in Carmel, CA, with 36 years of industry experience. Danny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 106 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
106 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$187.4M

Fee Structure

Minimum Investment:$1.5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M0.95%
$5M+0.50%

Fees are negotiable based on factors such as anticipated future earnings, additional assets, account composition, and related accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

200 Clock Tower Place, Suite B208, Carmel, CA, 93923

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Topturn Capital, LLC
November 2009 - Present · 16 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
May 2005 - November 2009 · 4 yrs 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
May 1990 - May 2005 · 15 yrs
State Registrations1 state
CA
Advisor

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.

Exams
No exam information available for this advisor.
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