Dalton Helvey is a registered investment advisor at 1977 Wealth, LLC, based in Miami, FL, with 7 years of industry experience. Dalton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%. Fees are negotiable on a client-by-client basis. Each household also pays an annual technology fee of $59.40 billed monthly.
Fee Estimator
Location
2125 Biscayne Blvd., Suite 204 #27449, Miami, FL, 33137
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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 is a manager at Lionkey Capital, LLC, a hedge fund, where he is involved in portfolio management, fund formation, and raising capital. This activity takes about 10-20% of his time.
Employment History
Current Registrations
1977 Wealth, LLC
Previous Registrations
U.S. Private Wealth, LLC
State Registrations2 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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