Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1M+ | 1.15% |
Fees are negotiable in some limited circumstances. The firm may aggregate asset amounts in accounts from the same household to determine the advisory fee.
Fee Estimator
Eckman Wealth Management charges an annual fee based on the value of your assets under management. For accounts up to $1,000,000, the fee is 1.35%. For accounts over $1,000,000, the fee is 1.15%. These fees are negotiable in some limited circumstances. The firm may aggregate asset amounts in accounts from the same household to determine the advisory fee. Estate planning services are offered for a fee determined by the complexity of the services needed and the service option selected by the client.
Areas of Practice
Advisor Information
Office location
Phoenix, AZ
Get directionsRegulatory History (4)
Regulatory
December 2015Regulatory
February 2015Employment Separation After Allegations
January 2012Customer Dispute
November 1999Other Business ActivitiesSells Insurance
Daryl is the President of Eckman Wealth Management, an RIA, spending about 10-20% of his time on RIA activities. He also sells fixed insurance products, including life and health insurance, dedicating minimal time to this activity, and is a landlord for farmland, also dedicating minimal time.