Barry N. Dale is a fee-only advisor offering financial planning and investment management services. Financial planning covers areas like current financial position, risk management, savings, investments, education costs, retirement, taxation, and estate planning. Investment management is offered on a discretionary basis, typically after a financial plan is created. Barry N. Dale does not sell financial products or insurance.
Assets Under Management$17M
Clients14
AdvisorsN/A
Avg. per Client$1.2M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 0.85% |
| $750K - $1.5M | 0.80% |
| $1.5M+ | 0.75% |
Investment fees may be negotiable based on special circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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