Dale Hajost is a registered investment advisor at Builder Investment Group, based in Atlanta, GA, with 21 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 178 clients with $840M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts in excess of $10,000,000
Fee Estimator
Location
Tower Place 100, Suite 1775, 3340 Peachtree Rd., Ne, Atlanta, GA, 30326
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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 Activities
Dale is a co-general partner in Big Partners VI, a pooled investment vehicle, since 1999. This takes a few hours per week.
Employment History
Current Registrations
Builder Investment Group
State Registrations2 states
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