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Darla East

21 Years of Experience
Oro Valley, AZ

Darla East is a registered investment advisor at D Squared Capital Management, LLC, based in Oro Valley, AZ, with 21 years of industry experience. Darla operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 20 clients with $5M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
20 clients
Average Client Portfolio
$250K average
Assets Under Management
$5.0M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$780
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2M+1.00%

For clients with several accounts, the management fee will be calculated based on an aggregate of all accounts and clients will be charged the lowest available rate.

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

13973 N Stone Gate Pl, Oro Valley, AZ, 85755

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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
D Squared Capital Management, LLC
June 2010 - Present · 15 yrs 11 mos
Previous Registrations
Hargis Capital Management
August 2004 - June 2010 · 5 yrs 10 mos
State Registrations2 states
AZTX
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.