| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
Fees may be subject to negotiation depending upon unique circumstances.
375 S 300 W, Suite A, Salt Lake City, UT, 84101
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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 →Darcel owns Stucki and Associates Insurance Services, offering group insurance including health and dental. Darcel also owns and manages Casita Partners, LLC, a personal investment company involved in real estate development and management, dedicating nearly full-time hours to this since 2003.