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Darci Hawkins

25 Years of Experience
Chicago, IL

Darci Hawkins is a registered investment advisor at Cresset Asset Management, LLC, based in Chicago, IL, with 25 years of industry experience. Darci operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 4,631 clients with $72B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
184 advisors
Number of Clients
4,631 clients
Average Client Portfolio
$15.5M average
Assets Under Management
$71.9B

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$25,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.25%
$5.0M - $10.0M1.10%
$10.0M - $25.0M0.90%
$25.0M - $50.0M0.80%
$50M+0.70%

Also offers a "Waterfall Fee" schedule: $5M-$10M: 0.90%, $10M-$25M: 0.80%, $25M-$50M: 0.70%, $50M+: 0.60%. Minimum fee is the lesser of $25,000 or 2.00% of managed assets. Fees may be negotiable.

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

444 W. Lake Street, Suite 4700, Chicago, IL, 60606

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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 Activities

Darci serves as Treasurer for the Willow Rose Chapter of the National Charity League, a community service organization, since March 2022. This requires a few hours per week.

Employment History
Current Registrations
Cresset Asset Management, LLC
April 2023 - Present · 3 yrs 3 mos
Previous Registrations
First Republic Investment Management, INC.
October 2015 - May 2023 · 7 yrs 7 mos
First Republic Securities Company, LLCBroker
September 2015 - May 2023 · 7 yrs 8 mos
Constellation Wealth Advisors LLCBroker
March 2008 - September 2015 · 7 yrs 6 mos
Constellation Wealth Advisors LLC
March 2008 - September 2015 · 7 yrs 6 mos
Citigroup Global Markets INC.
February 2007 - March 2008 · 1 yr 1 mo
Citigroup Global Markets INC.Broker
February 2001 - March 2008 · 7 yrs 1 mo
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.