Chase Dalton is a registered investment advisor at Chase Wealth Management, based in Kansas City, MO, with 4 years of industry experience. Chase operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4M+ | 0.60% |
Fees are negotiable. Household accounts may be aggregated for fee calculation. If an outside manager is used, their fee will not exceed 1.00%, and the combined advisory fee will not exceed 2.00%.
Fee Estimator
Location
1201 NW Briarcliff Parkway, Suite #201, Kansas City, MO, 64116
Get directionsHistory
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
Chase is a committee member and Alumni Association President for Northland Christian School. These activities involve attending meetings and establishing the alumni association, requiring minimal time.
Employment History
Current Registrations
Chase Wealth Management
Previous Registrations
Copper Financial
Copper FinancialBroker
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
More Advisors
- Zachary Emslie, CFPBluevine Advice
- Bret Ohlhausen, ChFCState Farm Investment Management CORP.
- Kyle Hill, CFPSmartpath Advisors
- Frank Maggiorotto, CFA, CFPFirst National Advisers, LLC
- Ryan Poage, CFP
- James Mcmurtry, CFPLPL Financial LLC