Brad Dalton is a CFA-designated registered investment advisor at Eton Advisors, based in Chapel Hill, NC, with 21 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 152 clients with $1.9B 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% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $75.0M | 0.45% |
| $75.0M - $100.0M | 0.40% |
| $100M+ | 0.35% |
Charitable accounts in a relationship are assessed the lowest annual fee rate of the relationship. Clients invested in Eton's private investment funds do not pay an additional management fee at the fund level, but the funds incur administrative fees of 0.08% paid to Eton, plus partnership expenses.
Fee Estimator
Location
301 W Barbee Chapel Road, Suite 303, Chapel Hill, NC, 27517
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 →Employment History
Current Registrations
Eton Advisors
Previous Registrations
Eton Advisors, LP
Princor Financial Services Corporation
Bb&t Asset Management, INC.
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.