Dale Branda is a CFP-designated registered investment advisor at Steward Advisors, LLC, based in Chicago, IL, with 9 years of industry experience. Dale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 102 clients with $140M 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 $1.1M | 1.00% |
| $1.1M - $2.2M | 0.75% |
| $2.2M - $5.5M | 0.50% |
| $5.5M - $11.0M | 0.35% |
| $11M+ | 0.25% |
All fees are subject to negotiation.
Fee Estimator
Contact
Dale Branda
Location
625 West Adams Street, Floor 19, Chicago, IL, 60661
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Steward Advisors, LLC
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.
Exams