Donald Dalton
Donald Dalton is a registered investment advisor at Consolidated Portfolio Review CORP, based in Duxbury, MA, with 25 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching. Their firm serves 4,821 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Consolidated Portfolio Review (CPR) offers investment management through its Managed Account Program and VFG Tactical Model Portfolios. Fees are based on the amount of your portfolio and can be structured as a flat annual fee, flat percentage, threshold billing, or tiered billing. The specific fee structure will be outlined in your Investment Advisory Agreement.
Here are the maximum annual advisory fees CPR permits:
Threshold Billing *When your account balance meets the next threshold level, the fee reflected is charged on the entire account balance
- $0 - $249,999: 2.75%
- $250,000 - $499,999: 2.65%
- $500,000 - $999,999: 2.50%
- $1,000,000 & Up: 2.40%
Tiered Billing *Each tier is calculated independently and is not based on entire account balance
- $0 - $100,000: 2.50%
- $100,001 - $250,000: 2.25%
- $250,001 - $500,000: 2.00%
- $500,001 - $1,000,000: 1.75%
- $1,000,001 - $2,000,000: 1.50%
- $2,000,001 - $5,000,000: 1.25%
- $5,000,001 - $10,000,000: 1.00%
- $10,000,001 & Up: 0.75%
The minimum annual management fee is $90.00.
Location
Duxbury, MA
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2024Criminal
October 2022Other Business ActivitiesSells Insurance
Donald operates Dalton Wealth Group, offering wealth management and financial planning services, dedicating nearly full-time hours to this endeavor. He also works as an independent insurance broker since 2006 and is a Boston Alumni Chapter Leader for Niagara University, spending minimal time on the latter.
Employment History
Current Registrations
Consolidated Portfolio Review CORP
Vanderbilt Securities, LLCBroker
Previous Registrations
Spc
Parkland Securities, LLCBroker
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
Keenan Financial
Ameriprise Financial Services, INC.
Ameriprise Financial Services, LLCBroker
Wells Fargo Advisors, LLCBroker
Citigroup Global Markets INC.Broker
A. G. Edwards & Sons, INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations10 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.