Carl Valimont is a registered investment advisor at Denali Wealth Management, INC., based in Mequon, WI, with 26 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 218 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.65% |
Schedule shown is for Equity/Balanced accounts. Fixed income accounts have lower fees: First $500K: 0.40%, Next $1.5M: 0.35%, Next $3M: 0.30%, Over $5M: 0.25%. Fees and payment periods may be negotiable.
Fee Estimator
Location
1325 W Towne Square Road, Mequon, WI, 53092-5047
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Carl is a partner in Valdan LLC, an import business, spending a few hours per week on business phone calls and faxes. He is also the President of Denali Wealth Management, working there about two-thirds of his time as a sales director and relationship manager.
Employment History
Current Registrations
Denali Wealth Management, INC.
Previous Registrations
RBC Capital Markets Corporation
RBC Dain Rauscher INC.
Investment Advisory Services, LLC
State Registrations1 state
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.