DM
DM

Dalton James Matkovich

2 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
22 advisors
Number of Clients
1,751 clients
Average Client Portfolio
$202K average
Assets Under Management
$353.7M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.5M1.00%
$1.5M - $2.5M0.80%
$2.5M+0.60%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Kronenwetter, WI

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
United Advisors America
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Woodbury Financial Services, INC.Broker
November 2023 - January 2024 · 2 mos
Northwestern Mutual Investment Services, LLCBroker
February 2023 - May 2023 · 3 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.
Dalton James Matkovich - Financial Advisor | TrueAdvisor