DC
DC

Darrin Critchet

19 Years of Experience
Fremont, OH
Sells Insurance

Darrin Critchet is a registered investment advisor at Mpm Wealth Advisors, based in Fremont, OH, with 19 years of industry experience. Darrin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning. Their firm serves 1,158 clients with $890M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,158 clients
Average Client Portfolio
$768K average
Assets Under Management
$888.9M

Fee Structure

Minimum Investment:None

MPM Wealth Advisors' investment management fees have a maximum of 1.50% annually, calculated and payable quarterly. A flat fee option is available for accounts over $1,000,000, but this is not widely used. Fees are based on the portfolio's value at the end of each quarter. Cash balances are included when calculating fees. Clients are responsible for custodial and brokerage fees.

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Location

Fremont, OH

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Darrin is a part owner of Ernest Searano Distillery since 2010, dedicating about 10-20% of his time to making mash and distilling. He also owns Black Swamp Distillery since 2013, spending about a quarter of his time running the business, and is a licensed independent insurance agent selling life insurance and annuities, dedicating minimal time to this.

Employment History
Current Registrations
Mpm Wealth Advisors
February 2014 - Present · 12 yrs 2 mos
Previous Registrations
Obs Financial Services, INC.
October 2006 - January 2014 · 7 yrs 3 mos
State Registrations1 state
OH
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.