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 $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $6.0M | 0.40% |
| $6M+ | 0.30% |
Fee Estimator
Wealth management fees are based on a percentage of assets under management, with a minimum annual fee of $10,000. For financial planning services, the hourly rate is $250. Retirement plan advisory fees are separate and not included here. The minimum account size for wealth management is $800,000. Clients authorize Strategent to deduct advisory fees directly from their account.
Areas of Practice
Advisor Information
Office location
185 Neff Avenue, Suite 102, Harrisonburg, VA, 22801
Get directionsRegulatory 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 Activities
Dale is a member of Lam Development, LC, a real estate company, since 1994, spending minimal time on related duties. Dale also serves on the Advisory Board for Dick Myers, Inc., an automotive company, dedicating minimal time to providing business advice.