Lipe & Dalton is a registered investment advisor that provides ongoing investment advice based on individual client needs. They manage accounts on a discretionary basis, guided by client objectives and tax considerations. Lipe & Dalton's investment recommendations include a variety of securities. Clients can place reasonable restrictions on investments.
Assets Under Management$780M
Clients382
Advisors2
Avg. per Client$2M
Avg. per Advisor$390M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees generally start at 1.00% and may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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