DS
DS

Daryl Eugene Surber

2 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
498 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$539.1M

Fee Structure

Minimum Investment:$50K
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+2.00%

Fee may be negotiated.

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

8512 N. Knoxville Road, Peoria, IL, 61615

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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

Daryl is a partner/owner of Up Hill Farm LLC, a family farm, and a sales agent/financial advisor at Chapin Davis Insurance, Inc., where he sells fixed and variable insurance products, dedicating minimal time. He also volunteers as a security advisor for a school safety committee.

Employment History
Current Registrations
Chapin Davis Asset Management
May 2023 - Present · 2 yrs 9 mos
Chapin, DavisBroker
March 2023 - Present · 2 yrs 11 mos
State Registrations23 states
AZCACODCDEFLGAILMAMDMEMIMTNCNJNYOHPASCTNTXVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.