Crockett Wealth Management, Inc. is a registered investment advisor founded in 2022 and based in Sandy, Utah, owned and operated by Sterling J. Crockett. The firm provides customized investment advisory solutions and comprehensive wealth planning for individuals, high-net-worth clients, business owners, and non-profit organizations. Investment strategies are built using Modern Portfolio Theory, fundamental and technical analysis, and strategic or tactical asset allocation, utilizing stocks, bonds, mutual funds, and exchange-traded funds. Wealth planning services cover a wide range of areas including retirement planning, cash flow analysis, insurance needs, tax strategies, estate planning, and business succession. Additionally, the firm offers consulting for non-profit organizations and fiduciary services for retirement plans.
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% |
Fees are negotiable for friends and family. Multiple household accounts can be combined.