Dalton Gray is a CFP-designated registered investment advisor at Edward Jones, based in Godfrey, IL, with 9 years of industry experience. Dalton is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
5775 Godfrey Rd Ste C, Godfrey, IL, 62035-2497
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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 Activities
Dalton organizes political petitions for candidates, dedicating about 10-20% of his time. He also serves as a board member for Madison County, spending minimal time on this role.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations25 states
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