Kent Dallmeyer
Kent Dallmeyer is a registered investment advisor at Mason & Associates, INC., based in Washington, IA, with 47 years of industry experience. Kent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 698 clients with $830M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Management fees are negotiable and may vary, depending on the complexity of the client’s financial situation.
Fee Estimator
Location
Washington, IA
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2003Other Business ActivitiesSells Insurance
Kent is an Investment Advisor Representative (IAR) with Mason & Associates, Inc., dedicating about a quarter of his time. He is also an independent insurance agent, spending minimal time on this activity, and involved in several family farm operations.
Employment History
Current Registrations
Mason & Associates, INC.
Previous Registrations
Mutual Securities, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
Dain Bosworth IncorporatedBroker
Dain, Kalman & Quail, IncorporatedBroker
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.