DW
DW

Darrel Wick

9 Years of Experience
Deer River, MN

Darrel Wick is a registered investment advisor at Sutterfield Financial Group, INC., based in Deer River, MN, with 9 years of industry experience. Darrel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 7 more. Their firm serves 1,129 clients with $270M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
1,129 clients
Average Client Portfolio
$243K average
Assets Under Management
$274.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.40%

Fees range from 0.40% to 2.40% annually depending on portfolio size and services rendered. Fees are negotiable.

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

16 1st Avenue Ne, Deer River, MN, 56636

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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
Sutterfield Financial Group, INC.
November 2016 - Present · 9 yrs 11 mos
State Registrations1 state
MN
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.