Patrick Dalton is a CFA-designated registered investment advisor at Lipe & Dalton Investment Counsel, based in Syracuse, NY, with 4 years of industry experience. Patrick 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 382 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees generally start at 1.00% and may be negotiable.
Fee Estimator
Location
103 E. Water Street, Suite 305, Syracuse, NY, 13202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lipe & Dalton Investment Counsel
State Registrations1 state
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