Starrett Dalton
Starrett Dalton is a registered investment advisor at Osaic Wealth, INC., based in Tiburon, CA, with 41 years of industry experience. Starrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1801 Tiburon Blvd Ste 200, Tiburon, CA, 94920-2574
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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
Starrett works as an insurance agent, primarily selling fixed annuity contracts, dedicating minimal time to this activity. Starrett also provides advisory services to clients through Securities America Advisors, spending nearly full-time hours on this investment-related activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Anchor National Financial Services, INC.Broker
Integrated Resources Equity CorporationBroker
Benefitscorp Equities, INC.Broker
United Resources FinancialBroker
State Registrations10 states
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