Darryl Chouinard is a registered investment advisor at Nepsis, INC., based in Seattle, WA, with 21 years of industry experience. Darryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 590 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Nepsis, Inc. manages investments through a wrap fee program. The maximum annual fee is 2.50% of your portfolio's value, but this fee is negotiable. In addition to the management fee, there is an asset-based pricing fee that covers the cost of security purchases and sales:
- First $75,000 — 0.20% of your portfolio per year
- $75,001 to $2,000,000 — 0.12% of your portfolio per year
- Over $2,000,001 — 0.08% of your portfolio per year
There is also a quarterly performance reporting/account maintenance fee of $21.25 per account.
Location
Seattle, WA
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Darryl sells fixed insurance through various insurance companies, dedicating about 10-20% of his time. He is also the CEO of Innovative Income Consulting, LLC, spending about 10-20% of his time consulting with CPAs.
Employment History
Current Registrations
Nepsis, INC.
Previous Registrations
Heritage Wealth Management, LLC
Elite Investment Team LLC
Nepsis Advisor Services, INC.
Capital Financial Services, INC.Broker
Capital Financial Services, INC.
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Usallianz Securities, INC.Broker
State Registrations2 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.