Daryl Tegtmeier
Daryl Tegtmeier is a CFP-designated registered investment advisor at Epoch Family Wealth, based in Weldon Spring, MO, with 32 years of industry experience. Daryl 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, and 1 more. Their firm serves 9 clients with $9.7M 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 $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
Weldon Spring, MO
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daryl sells universal life and term life insurance through outside carriers since 2007, dedicating minimal time to this activity. Daryl also owns real estate through Makavrio Properties LLC with his wife, which also takes minimal time.
Employment History
Current Registrations
Epoch Family Wealth
Previous Registrations
Panoptic Wealth Advocates
LPL Financial LLC
LPL Financial LLCBroker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
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.