Dale Ringerwole
Dale Ringerwole is a registered investment advisor at Dc & Associates, based in Grand Rapids, MI, with 23 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 65 clients with $16M 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 | 2.00% |
The advisory fee is negotiable. DC & Associates may also direct clients to AssetMark, where total fees can reach up to 3.1% annually, including both an advisory fee paid to DC & Associates (up to 1.95%) and a platform fee paid to AssetMark and third-party managers (0.25% to 1.15%).
Fee Estimator
Location
500 Cascade West Parkway Se, Suite 210, Grand Rapids, MI, 49546
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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 ActivitiesSells Insurance
Dale is a licensed insurance agent and also engages in business consulting, dedicating about 10% of his time to the latter. He also serves on finance committees and is a general partner in family limited partnerships, dedicating minimal time to each.
Employment History
Current Registrations
Dc & Associates
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Hbw Advisory Services LLC
Hbw Securities LLCBroker
American General Securities IncorporatedBroker
PFS Investments INC.Broker
State Registrations1 state
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.