Dalton Richards is a registered investment advisor at Balefire, LLC, based in Rigby, ID, with 10 years of industry experience. Dalton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 1,864 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Balefire charges an ongoing fee based on the total value of your portfolio, including cash and investments. The fee is calculated quarterly and deducted directly from your account in advance.
- Asset management fee — Varies based on the scope and complexity of your situation, and is negotiated directly with you.
- Platform fee — An additional 0.25% per year is assessed to cover technology, portfolio accounting, and reporting services (often waived for ultra-high-net-worth clients).
- Other investment costs — You will also pay separate fees to third-party investment managers or mutual fund companies if your portfolio includes their products, typically ranging from 0.08% to 0.60% per year, plus trading ticket charges from your custodian.
Location
Rigby, ID
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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
Dalton is a registered investment advisor hybrid at Balefire, LLC, dedicating full-time hours to this role since 2016. He also works as an agent for Lion Street Insurance selling non-variable, fixed/traditional insurance products for a few hours per week, and owns DAR Holdings LLC, a holding company for future real estate rental income.
Employment History
Current Registrations
Balefire, LLC
Previous Registrations
Fuse Partners, LLC
LPL Financial LLCBroker
State Registrations4 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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