David Dahl is a CFP, ChFC-designated registered investment advisor at Dahl Financial Services, INC., based in Polo, IL, with 27 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 125 clients with $31M 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 $5.0M | 1.00% |
| $5M+ | 0.75% |
The fee percentage may be less depending on such factors as composition of assets and any large holdings that are to be monitored but not likely to be sold.
Fee Estimator
Location
Polo, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Dahl Financial Services, INC.
State Registrations1 state
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