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Darryl Chouinard

Nepsis, INC.
22 Years of Experience
Seattle, WA
Sells Insurance
View SEC Summary
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Darryl Chouinard is a registered investment advisor at Nepsis, INC., based in Seattle, WA, with 22 years of industry experience. Darryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 590 clients with $340M in assets under management.

Nepsis, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
590 clients
Average Client Portfolio
$584K average
Assets Under Management
$344.5M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum annual advisory fee is up to 2.50% and is negotiable. Services are offered as a bundled fee program that includes trading costs. Additional custodian asset-based pricing fees apply ranging from 0.08% to 0.20%, along with a quarterly maintenance fee of $21.25 per account.

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

Seattle, WA

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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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Other Business ActivitiesSells Insurance

Darryl sells fixed insurance through various insurance companies, dedicating about 10-20% of his time. He is also the CEO of Innovative Income Consulting, LLC, spending about 10-20% of his time consulting with CPAs.

Employment History
Current Registrations
Nepsis, INC.
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
Heritage Wealth Management, LLC
March 2020 - January 2023 · 2 yrs 10 mos
Elite Investment Team LLC
November 2018 - December 2020 · 2 yrs 1 mo
Nepsis Advisor Services, INC.
December 2016 - February 2020 · 3 yrs 2 mos
Capital Financial Services, INC.Broker
December 2013 - December 2016 · 3 yrs
Capital Financial Services, INC.
December 2013 - December 2016 · 3 yrs
Princor Financial Services Corporation
September 2012 - December 2013 · 1 yr 3 mos
Princor Financial Services CorporationBroker
September 2012 - December 2013 · 1 yr 3 mos
Questar Asset Management, INC.
February 2010 - July 2012 · 2 yrs 5 mos
Questar Capital CorporationBroker
December 2006 - October 2012 · 5 yrs 10 mos
Usallianz Securities, INC.Broker
April 2004 - December 2006 · 2 yrs 8 mos
State Registrations2 states
TXWA
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.
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