Dale Hadley is a CFP-designated registered investment advisor at The H Group, INC., based in Portland, OR, with 33 years of industry experience. Dale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 747 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
THG offers wealth management services where you pay a percentage of your assets each year. There are two different fee schedules:
Fee Schedule 1:
- 2.05% on assets under $250,000
- 1.85% on assets between $250,001 and $500,000
- 1.60% on assets between $500,001 and $750,000
- 1.35% on assets between $750,001 and $1,000,000
- 1.10% on assets between $1,000,001 and $3,000,000
- 0.85% on assets between $3,000,001 and $5,000,000
- 0.60% on assets in excess of $5,000,000
Fee Schedule 2:
- 1.50% on assets under $750,000
- 1.00% on assets between $750,000 and $3,000,000
- 0.85% on assets between $3,000,000 and $5,000,000
- 0.60% on assets in excess of $5,000,000
Fees may be negotiable.
Location
3395 SW Garden View Ave, Portland, OR, 97225
Get directionsHistory
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
Dale is appointed with Western United Life insurance company. He also serves on the Board of Trustees for George Fox University.
Employment History
Current Registrations
The H Group, INC.
State Registrations3 states
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.