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Dale Black

Global View Capital Management LLC
25 Years of Experience
Pleasant Grove, UT
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

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 Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 3,819 clients with $780M in assets under management.

Global View Capital Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
99 advisors
Number of Clients
3,819 clients
Average Client Portfolio
$203K average
Assets Under Management
$775.2M

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.75%
$1M+0.50%

Schedule represents the Flexible Plan Investments program fees. Other programs such as the Personalized Managed Account Program have separate fee structures with platform fees ranging from 0.75% to 1.00% plus advisor fees up to 1.40%.

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

Location

233 South Pleasant Grove Boulevard, Suite 102, Pleasant Grove, UT, 84062

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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 2012
Denied
Customer Dispute
February 2012
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other 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
January 2014 - Present · 12 yrs 9 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2014 - October 2022 · 8 yrs 9 mos
The Strategic Financial Alliance
October 2010 - December 2013 · 3 yrs 2 mos
The Strategic Financial Alliance, INC.Broker
October 2010 - December 2013 · 3 yrs 2 mos
Investment Advisors International, INC.
August 2006 - October 2010 · 4 yrs 2 mos
Intersecurities, INC.
June 2005 - August 2006 · 1 yr 2 mos
World Group Securities, INC.Broker
April 2002 - October 2010 · 8 yrs 6 mos
Wma Securities, INC.Broker
November 2000 - April 2002 · 1 yr 5 mos
State Registrations2 states
TXUT
Advisor

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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