DB
CFA
DB
CFA
Dalton Boatright
3 Years of Experience
St. Augustine, FL
1 Disclosure
Dalton Boatright is a CFA-designated registered investment advisor at Sovereign Wealth Office LLC, based in St. Augustine, FL, with 3 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
St. Augustine, FL
Get directionsHistory
Regulatory History (1)
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Criminal
December 2013Final Disposition
Employment History
Current Registrations
Sovereign Wealth Office LLC
February 2026 - Present · 3 mos
Previous Registrations
Paragon Wealth Strategies, LLC.
May 2019 - February 2020 · 9 mos
Cambridge Investment Research Advisors, INC.
May 2018 - May 2019 · 1 yr
Cambridge Investment Research, INC.Broker
May 2018 - May 2019 · 1 yr
Park Avenue Securities LLC
April 2017 - May 2018 · 1 yr 1 mo
Park Avenue Securities LLCBroker
March 2017 - May 2018 · 1 yr 2 mos
State Registrations2 states
FLGA
Advisor
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
No exam information available for this advisor.