Dalton Horstmeier is a CFP-designated registered investment advisor at &partners, based in Moberly, MO, with 7 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
801 N. Morley, Moberly, MO, 65270
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dalton is the Vice President of Horstmeier Farms LLC, a family farm, overseeing operations and assisting with planting and harvest seasons. This takes a few hours per week.
Employment History
Current Registrations
&partnersBroker
&partners
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations13 states
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