Gary Dalton is a registered investment advisor at Latash Investments, LLC, based in Anchorage, AK, with 22 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, High Net Worth, Investment Management. Their firm serves 8 clients with $1.5B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
All fees are negotiable. Clients may pay additional fees to sub-advisers.
Fee Estimator
Location
301 W Northern Lights Blvd, Suite 412, Anchorage, AK, 99503
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Latash Investments, LLC
State Registrations1 state
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