Sandra Dalton
Sandra Dalton is a ChFC-designated registered investment advisor at Atlas Private Wealth Advisors, based in Delray Beach, FL, with 28 years of industry experience. Sandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,482 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Atlas Private Wealth Advisors manages investments through various programs, charging a percentage of the assets managed. The specific fee ranges up to 2% annually, charged quarterly in advance, and is negotiable. The Advisor may charge a lesser fee or waive fees under certain circumstances. There are also fees for third-party manager services that are separate and in addition to Atlas PWA's fees.
Location
1615 South Congress Avenue, Suite 103, Delray Beach, FL, 33445
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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 ActivitiesSells Insurance
Sandra operates under several DBAs for her LPL business, including Atlas Private Wealth Advisors and Champion Financial TEAM, dedicating full-time hours to these activities. She also has involvement in real estate ventures and sells non-variable insurance products through Long Term Care Solutions Inc. and Universal Financial Consultants, spending a few hours per week on these insurance-related activities.
Employment History
Current Registrations
Atlas Private Wealth Advisors
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Family Management Securities CorporationBroker
Nathan & Lewis Securities, INC.Broker
Chatfield Dean & CO., INC.Broker
State Registrations20 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.