DT
CFA
DT
CFA

Dustin Chad Thackeray

20 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
652 clients
Average Client Portfolio
$3.9M average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$2M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.20%
$1.0M - $5.0M1.00%
$5M+0.90%

Fees may be negotiated.

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

650 S. Main Street, Suite 700, Salt Lake City, UT, 84101

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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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Employment History
Current Registrations
Crewe Advisors
March 2015 - Present · 10 yrs 11 mos
Previous Registrations
Wealth Navigation Advisors
August 2006 - February 2015 · 8 yrs 6 mos
Private Consulting Group, INC.
June 2006 - December 2006 · 6 mos
Lincoln Financial Advisors Corporation
January 2005 - June 2006 · 1 yr 5 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.