Dale Clausnitzer is a registered investment advisor at Growth Equity Management, INC., based in Broomfield, CO, with 26 years of industry experience. Dale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 16 clients with $680K 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 $250K | 2.25% |
| $250K - $500K | 2.20% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.50% |
Account Management Fees are negotiable and must be authorized by the Client in writing.
Fee Estimator
Location
Broomfield, CO
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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 →Employment History
Current Registrations
Growth Equity Management, INC.
Previous Registrations
Securities America Advisors, INC.
State Registrations2 states
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