Dale Fickett
Dale Fickett is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Glen Allen,, VA, with 4 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B 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 | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
4050 Innslake Dr., Suite 110, Glen Allen,, VA, 23060
Get directionsHistory
Regulatory History (2)
Financial
July 2024Financial
May 2022Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Previous Registrations
Barrett Capital Management,llc
State Registrations1 state
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.