Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for asset management and financial planning are negotiable based on the scope and complexity of services. Asset management fees are calculated as a percentage of assets under management. Financial planning fees are contracted on an hourly, project, or flat-fee basis. Corporate Solutions fees for retirement plans are charged as a percentage of plan assets or a flat fee. A platform fee of 0.25% is added to asset management fees.
Areas of Practice
Advisor Information
Office location
Rigby, ID
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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
Dalton is a registered investment advisor hybrid at Balefire, LLC, dedicating full-time hours to this role since 2016. He also works as an agent for Lion Street Insurance selling non-variable, fixed/traditional insurance products for a few hours per week, and owns DAR Holdings LLC, a holding company for future real estate rental income.