Dale Raimann
Dale Raimann is a registered investment advisor at Buttonwood Financial Group, LLC, based in Kansas City, MO, with 11 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 548 clients with $700M 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 $2.5M | 0.80% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable on a case-by-case basis. Discounts are offered to family and friends of the firm. Fees are waived for employees and spouses/domestic partners of employees.
Fee Estimator
Location
3013 Main Street, Kansas City, MO, 64108-3323
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2024Employment History
Current Registrations
Buttonwood Financial Group, LLC
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, 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.