Advisor at Harmony Asset Management LLC
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Firm
Harmony Asset Management LLC
Location
Scottsdale, AZ 85254
Credentials
Series 63, Series 65
Industry experience
39 years
Dale Boettcher is a financial advisor at Harmony Asset Management LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including American Wealth Management, Inc., Great Lakes & Atlantic Wealth Management, and Paver Solutions. Outside of advisory work, he is involved in an auto parts dealership business. Harmony Asset Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth investors, as well as mission-based organizations through a nonprofit advisory division. The firm focuses on long-term, risk-averse investment strategies using fundamental analysis and diversified multi-asset allocations, supplemented by proprietary technical models.
Based on Harmony Asset Management LLC
Based on Harmony Asset Management LLC
Financial planning one-time fees starting at $5,000; Harmony Wealth Academy programs range from $97 to $5,000
$0 - $500,000: 2.00% $501,001 - $1,000,000: 1.75% $1,000,001 - $3,000,000: 1.65% Above $3,000,000+: Negotiable
Certain advisory professionals receive commissions for insurance product sales
Additional financial planning work charged at $300/hour
Harmony Wealth Academy program fees ranging from $97 to $5,000 per program
Account minimum: $500,000 Fee-only: Financial planning fees typically start at $5,000 (one-time negotiated fee); additional hourly work charged at $300/hour
16220 N. Scottsdale Road, Suite 300
Scottsdale, AZ 85254
Arizona · Florida
Harmony Asset Management LLC
2018 - Present (8 years)
american wealth management, inc
2018 - 2018 (1 year)
Great Lakes & Atlantic Wealth Management
2017 - 2018 (1 year)
Paver Solutions
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
CFP®, Series 63, Series 66
Scottsdale, AZ
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Series 65
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CFP®, Series 63
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Series 63, Series 65
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Karpinski Financial, LLC
Series 65
Scottsdale, AZ
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Series 65
Scottsdale, AZ
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