Daryl Eckman
Daryl Eckman is a registered investment advisor at Eckman Wealth Management, LLC, based in Phoenix, AZ, with 39 years of industry experience. Daryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 281 clients with $62M 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 | 1.35% |
| $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
Location
Phoenix, AZ
Get directionsHistory
Regulatory 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.
Employment History
Current Registrations
Eckman Wealth Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
First Financial Equity Corporation
First Financial Equity CorporationBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Piper Jaffray & CO.Broker
Prudential Securities IncorporatedBroker
Thomson Mckinnon Securities INC.Broker
State Registrations6 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.