Dale Kline Black

Global View Capital Management LLC

25 Years of Experience

2 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth

Global View Capital Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

103 advisors

Number of Clients

3,959 clients

Average Client Portfolio

$179K average

Assets Under Management

$708.0M

Fee Structure

AUM-Based Fees (Flat)

Assets Under Management	Annual Fee
$0+	1.00%

Fee applies to accounts $15,000 and above.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

233 South Pleasant Grove Boulevard, Suite 102, Pleasant Grove, UT, 84062

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2012

Denied

Customer Dispute

February 2012

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Dale manages an S-corp, is an insurance agent for Global View Capital Insurance Services and Experior Financial Group, and is a member of GVC Partners LLC. He spends nearly full-time marketing, educating, and selling insurance and advisory services for Global View Capital Advisors.