Denver Dale is a registered investment advisor at Pale Blue Capital LLC, based in Carmel, CA, with 19 years of industry experience. Denver operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 9 clients with $550 in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
9 clients
Average Client Portfolio
$60.667 average
Assets Under Management
$546
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $20.0M | 0.90% |
| $20M+ | 0.80% |
Fees are negotiable. Qualified clients may pay 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation for specialized strategies.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Carmel, CA
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Regulatory History (1)
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Regulatory
January 2016Final
Employment History
Current Registrations
Pale Blue Capital LLC
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
On-Point Capital, LLC
January 2009 - December 2015 · 6 yrs 11 mos
Goldman, Sachs & CO.Broker
August 1992 - August 2000 · 8 yrs
State Registrations1 state
CA
Advisor
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.
Exams
No exam information available for this advisor.