Advisor at Dattilio & Ash Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Dattilio & Ash Capital Management, LLC
Location
Lebanon, NH 03766
Credentials
CFA®
Industry experience
10 years
$2,000 flat fee for initial investment retirement plan; $1,000 per update annually.
$0 - $1,000,000: 1.00% annually $1,000,000+: 0.50% annually
Account minimum: $100,000 (with exceptions for smaller accounts in certain situations) Fee-only: Advisory fees are charged as a percentage of assets under management based on tiered rates; no commissions accepted.
23 Bank Street
Lebanon, NH 03766
Massachusetts · New Hampshire · Vermont
Self-employed
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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