Dale Lam is a CFP, PFS-designated registered investment advisor at Strategent Financial, LLC, based in Harrisonburg, VA, with 17 years of industry experience. Dale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 133 clients with $300M 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 - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $6.0M | 0.40% |
| $6M+ | 0.30% |
Minimum annual wealth management fee is $10,000. Fees may be negotiable in limited circumstances.
Fee Estimator
Location
185 Neff Avenue, Suite 102, Harrisonburg, VA, 22801
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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 Activities
Dale is a member of Lam Development, LC, a real estate company, since 1994, spending minimal time on related duties. Dale also serves on the Advisory Board for Dick Myers, Inc., an automotive company, dedicating minimal time to providing business advice.
Employment History
Current Registrations
Strategent Financial, LLC
State Registrations2 states
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