Dennis Dachtler
Dennis Dachtler is a registered investment advisor at Calton & Associates, INC., based in Folsom, CA, with 41 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 5,283 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Calton charges a percentage of your portfolio for investment management, up to 2.60% annually. This fee may be negotiable. The exact fee depends on the representative managing your account and the program you select. You may also incur additional fees from third-party money managers. Calton bills quarterly, either in advance or arrears. You can terminate the agreement with 30 days' notice, and any unearned fees will be refunded. Some clients may be charged performance-based fees.
Location
2130 E Bidwell St, Folsom, CA, 95630
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Regulatory History (1)
Regulatory
August 2017Other Business ActivitiesSells Insurance
Dennis owns Dachtler Wealth Management, LLC, a DBA for various insurance products, dedicating about a quarter of his time. He also co-owns rental real estate, serves as a director for a building association, and works as an insurance agent for multiple IMOs, and is a speaker for SOFA.
Employment History
Current Registrations
Calton & Associates, INC.
Calton & Associates, INC.
Calton & Associates, INC.Broker
Previous Registrations
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Brecek & Young Advisors, INC.Broker
American Investors CompanyBroker
Fahnestock & CO., INC.Broker
B.C. Christopher Securities CO.Broker
Southmark Financial Services, INC.Broker
State Registrations18 states
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.