Dalton Forsythe
Dalton Forsythe is a registered investment advisor at Tencap Wealth Coaching, based in Hauula, HI, with 8 years of industry experience. Dalton 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, Insurance Planning, and 3 more. Their firm serves 753 clients with $290M 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 $500K | 1.15% |
| $500K - $1.0M | 1.05% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fee is negotiable. Accounts within the same household custodied at the same custodian may be combined for a reduced fee.
Fee Estimator
Location
Hauula, HI
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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 an independent insurance agent with Freedom Ancillary Services, spending a few hours per week on this. He is also the RIA/Owner/IAR/CCO of Freedom Financial Coaching, LLC, and the CFO/Board Member of Inclusive Sports Foundation, dedicating about 10-20% of his time to the latter.
Employment History
Current Registrations
Tencap Wealth Coaching
Previous Registrations
Freedom Financial Coaching, LLC
Peak Investment Coaching, LLC
MML Investors Services, LLC
MML Investors Services, 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.