Darren Siegrist is a registered investment advisor at Crewe Advisors, based in Salt Lake City, UT, with 8 years of industry experience. Darren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 652 clients with $2.5B 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 | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Fees may be negotiated. CA charges an annual advisory fee of 0.25% on certain accounts held by the Crewe Endowment Foundation.
Fee Estimator
Location
650 S. Main Street, Suite 777, Salt Lake City, UT, 84101
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2022Employment History
Current Registrations
Crewe Advisors
Crewe Capital
Crewe CapitalBroker
Previous Registrations
Stonehaven, LLCBroker
Rockefeller Financial LLCBroker
Rockefeller Capital Management
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations5 states
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.