Dale Anich
Dale Anich is a registered investment advisor at Split Rock Private Trading and Wealth Management LLC, based in Cloquet, MN, with 18 years of industry experience. Dale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 998 clients with $360M 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 $50K | 1.75% |
| $50K - $500K | 1.50% |
| $500K+ | 1.25% |
Fees are negotiable.
Fee Estimator
Location
105 Arch St, Cloquet, MN, 55720
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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
Dale is a licensed insurance agent in MN and WI for life, health, and variable annuities through Bear Valley Financial, LLC, spending about 10-20% of their time on sales and management. Dale also owns a passive rental property used for cattle grazing, dedicating minimal time to its management.
Employment History
Current Registrations
Split Rock Private Trading and Wealth Management LLC
Previous Registrations
North Compass Financial Advisors, LLC
North Compass Financial Advisors, INC.
State Registrations1 state
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.