Sterling Crockett
Sterling Crockett is a registered investment advisor at Crockett Wealth Management, INC., based in Sandy, UT, with 15 years of industry experience. Sterling operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 32 clients with $6.6M 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 | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.65% |
Fee schedule is negotiable for friends and family. Clients can combine multiple household accounts to receive a lower tiered schedule fee.
Fee Estimator
Location
Sandy, UT
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
Sterling is an insurance agent selling and servicing insurance products through Crockett Wealth Management, Inc. This activity takes minimal time.
Employment History
Current Registrations
Crockett Wealth Management, INC.
Previous Registrations
Packerland Brokerage Services, INC.
Packerland Brokerage Services, INC.Broker
Spc
Sammons Securities Company, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.