Dallas Fagen is a registered investment advisor at Echelon Group, based in Boise, ID, with 4 years of industry experience. Dallas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 70 clients with $100M 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 $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.15% |
Fees may vary and be negotiated based on the size of the account, complexity of the portfolio, familial relationship, extent of activity in the account, etc.
Fee Estimator
Location
405 West Myrtle Street, #100, Boise, ID, 83702
Get directionsHistory
Regulatory History (1)
Criminal
November 2018Other Business ActivitiesSells Insurance
Dallas coaches high school football and track, dedicating about 10-20% of his time to these roles. He is also the CEO of Iron Creek Financial Services, where he offers health, life, and disability insurance, and a member of Fagen Family Real Estate, investing in real estate with his parents.
Employment History
Current Registrations
Echelon Group
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
MML Investors Services, LLCBroker
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.