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Donald Dalton

Consolidated Portfolio Review CORP
25 Years of Experience
West Palm Beach, FL
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Donald Dalton is a registered investment advisor at Consolidated Portfolio Review CORP, based in West Palm Beach, FL, with 25 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,228 clients with $1.6B in assets under management.

Consolidated Portfolio Review CORP
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
65 advisors
Number of Clients
6,228 clients
Average Client Portfolio
$256K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$90
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.50%
$100K - $250K2.25%
$250K - $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.0M1.50%
$2.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$10M+0.75%

Shows the tiered billing schedule maximum annual advisory fees. The firm also offers threshold billing, flat percentages, and flat annual fees. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

West Palm Beach, FL

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2024
Settled
Criminal
October 2022
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Donald operates Dalton Wealth Group, offering wealth management and financial planning services, dedicating nearly full-time hours to this endeavor. He also works as an independent insurance broker since 2006 and is a Boston Alumni Chapter Leader for Niagara University, spending minimal time on the latter.

Employment History
Current Registrations
Consolidated Portfolio Review CORP
September 2025 - Present · 1 yr 1 mo
Vanderbilt Securities, LLCBroker
August 2025 - Present · 1 yr 2 mos
Previous Registrations
Spc
November 2024 - August 2025 · 9 mos
Parkland Securities, LLCBroker
October 2024 - August 2025 · 10 mos
Scf Investment Advisors, INC.
January 2023 - October 2024 · 1 yr 9 mos
Scf Securities, INC.Broker
October 2022 - October 2024 · 2 yrs
Keenan Financial
October 2021 - October 2022 · 1 yr
Ameriprise Financial Services, INC.
March 2012 - December 2012 · 9 mos
Ameriprise Financial Services, LLCBroker
January 2012 - October 2021 · 9 yrs 9 mos
Wells Fargo Advisors, LLCBroker
June 2007 - January 2012 · 4 yrs 7 mos
Citigroup Global Markets INC.Broker
May 2004 - June 2007 · 3 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
July 2001 - May 2004 · 2 yrs 10 mos
Morgan Stanley Dw INC.Broker
December 2000 - May 2001 · 5 mos
State Registrations10 states
CACTFLMANHNJNYOHUTVA
AdvisorBrokerBoth

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.
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