Robert Dalldorf is a registered investment advisor at Clear Harbor Asset Management, LLC, based in Wilton, CT, with 30 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 778 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clear Harbor charges an annual fee based on a percentage of the value of your investments. The annual fee varies between 0.25% and 1.5%, depending on the amount you invest and the type of investment management services you receive. Clear Harbor may negotiate a lower fee based on certain criteria. Clear Harbor also manages private funds and charges a base fee plus a performance fee.
Location
530 Danbury Road, Wilton, CT, 06897
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Clear Harbor Asset Management, LLC
Previous Registrations
Falcon Capital Management INC
State Registrations2 states
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