DO
DO

Daryl Okken

15 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
1,212 clients
Average Client Portfolio
$512K average
Assets Under Management
$620.7M

Fee Structure

Minimum Investment:$100K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $150K2.00%
$150K - $250K1.75%
$250K - $500K1.50%
$500K - $1.0M1.25%
$1M+1.00%

Fees are negotiable.

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

4505 Hanoverville Road, Bethlehem, PA, 18020

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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
Mtm Financial Group, LLC
September 2020 - Present · 5 yrs 5 mos
The Strategic Financial Alliance, INC.Broker
March 2010 - Present · 15 yrs 11 mos
Previous Registrations
The Strategic Financial Alliance
May 2010 - July 2020 · 10 yrs 2 mos
State Registrations8 states
CAMONCNJNYPASCVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Daryl Okken - Financial Advisor | TrueAdvisor