Dalton Financial provides financial planning and investment management services to individuals and families. Dalton Financial helps clients define their financial goals and develop strategies to achieve them. Services include cash flow management, tax planning, risk exposure, investment management, education, retirement, estate, charitable goal and special needs planning.
Assets Under Management$50M
Clients67
Advisors1
Avg. per Client$740K
Avg. per Advisor$50M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable above $5,000,000 and may include a retainer fee arrangement. Minimum annual investment management fees of $1250 may apply but are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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