Dale Cockrell is a registered investment advisor at Painted Porch Advisors LLC, based in Naples, FL, with 29 years of industry experience. Dale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 215 clients with $520M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Standard fee schedule is not negotiable; however, Painted Porch reserves the right to make exceptions in limited circumstances at their discretion. They also manage some family and related accounts without charge.
Fee Estimator
Location
Naples, FL
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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
Painted Porch Advisors LLC
Previous Registrations
RBC Capital Markets, LLCBroker
Credit Suisse Securities (USA) LLCBroker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Sg Cowen Securities CorporationBroker
Nationsbanc Capital Markets, INC.Broker
Nationsbanc Securities, INC.Broker
State Registrations1 state
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.