Dale Wolberg
Dale Wolberg is a registered investment advisor at Redhawk Wealth Advisors, INC., based in Littleton, CO, with 14 years of industry experience. Dale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 5 more. Their firm serves 3,205 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 (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum annual fee is 1.75%. Starter accounts with less than $5,000 in assets are assessed a flat annual fee of $50. Fees are negotiable.
Fee Estimator
Location
5984 S. Prince Street, Suite 202, Littleton, CO, 80120
Get directionsHistory
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 ActivitiesSells Insurance
Dale is an independent insurance agent since 2006, selling insurance products. Dale also works as a business services consultant assisting businesses with payroll and human resource management since 2012.
Employment History
Current Registrations
Redhawk Wealth Advisors, INC.
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.
Exams
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