Dalton Richards is a registered investment advisor at Balefire, LLC, based in Rigby, ID, with 9 years of industry experience. Dalton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 2,524 clients with $1.2B in assets under management.
Compensation
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Fee Structure
Balefire offers ongoing investment management services based on your individual goals, objectives, time horizon, and risk tolerance. Balefire seeks to design investment strategies utilizing your current financial situation to construct a portfolio designed to match your investment goals. Fees for investment management are calculated as a percentage of the value of your portfolio, including cash, and are collected in advance each quarter.
Location
Rigby, ID
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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 ActivitiesSells Insurance
Dalton is a registered investment advisor hybrid at Balefire, LLC, dedicating full-time hours to this role since 2016. He also works as an agent for Lion Street Insurance selling non-variable, fixed/traditional insurance products for a few hours per week, and owns DAR Holdings LLC, a holding company for future real estate rental income.
Employment History
Current Registrations
Balefire, LLC
Previous Registrations
Fuse Partners, LLC
LPL Financial LLCBroker
State Registrations4 states
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