Dalton Weyandt is a registered investment advisor at Brook Capital, based in Brookfield, WI, with 3 years of industry experience. Dalton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 631 clients with $280M 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 $500K | 3.00% |
| $500K - $1.0M | 2.50% |
| $1.0M - $2.5M | 2.00% |
| $2.5M+ | 1.50% |
Fees are negotiable. A minimum annual fee of $1000 may apply.
Fee Estimator
Location
675 N.Barker Road, Suite #200, Brookfield, WI, 53045
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Brook Capital
State Registrations1 state
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