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Dale Embry
8 Years of Experience
Livonia, MI
1 Disclosure
Dale Embry is a registered investment advisor at Meadowbrook Investment Advisors LLC, based in Livonia, MI, with 8 years of industry experience. Dale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 71 clients with $190M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
71 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$185.2M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 0.70% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for amounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
17199 N Laurel Park Dr, Ste 311, Livonia, MI, 48152-7904
Get directionsHistory
Regulatory History (1)
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Regulatory
October 2017Final
Employment History
Current Registrations
Meadowbrook Investment Advisors LLC
December 2017 - Present · 8 yrs 4 mos
State Registrations1 state
MI
Advisor
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.
Exams
No exam information available for this advisor.