Dale Black
Dale Black is a registered investment advisor at Global View Capital Management LLC, based in Pleasant Grove, UT, with 25 years of industry experience. Dale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 3,959 clients with $710M 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 $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Advisory fees are shared by GVCM and FPI. All fees are negotiable at GVCM’s sole discretion. Up to 20 basis points may be credited back to the account depending upon the use of the Quantified mutual funds that are sub-advised by FPI for the portfolios. Advisory fees noted in the above schedules do not include the fee paid to IARs. Annual fees paid to an IAR cannot exceed 1.60%.
Fee Estimator
Location
233 South Pleasant Grove Boulevard, Suite 102, Pleasant Grove, UT, 84062
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2012Customer Dispute
February 2012Other Business ActivitiesSells Insurance
Dale manages an S-corp, is an insurance agent for Global View Capital Insurance Services and Experior Financial Group, and is a member of GVC Partners LLC. He spends nearly full-time marketing, educating, and selling insurance and advisory services for Global View Capital Advisors.
Employment History
Current Registrations
Global View Capital Management LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
Investment Advisors International, INC.
Intersecurities, INC.
World Group Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations2 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.