Dale Norton Jr.
Advisor at Asset & Retirement Management
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.
Advisor at Asset & Retirement Management
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.
Location
Rigby, ID
Credentials
Series 63
Industry experience
42 years
Dale Norton is a financial advisor with Asset & Retirement Management in Rigby, ID, holding a Series 63 credential and over 42 years of industry experience. He has worked at his current firm since 2005 and previously at Independent Financial Group from 2011 to 2016. In addition to his advisory work, Norton owns and operates an accounting and tax preparation business. Asset & Retirement Management serves retail clients, including individuals, trusts, and retirement accounts, providing discretionary portfolio management and financial planning. The firm primarily uses a third-party turnkey asset management platform alongside mutual fund and annuity programs, tailoring diversified portfolios based on client risk tolerance.
Based on Asset & Retirement Management
Based on Asset & Retirement Management
Financial Planning Services fixed fees range from $250 to $5,000
$0 - $250,000: 2.0% $250,001 - $500,000: 1.95% $500,001 - $2,000,000: 1.85% $2,000,001 - $5,000,000: 1.75% $5,000,001+: 1.65%
$250 - $350 per hour for Financial Planning Services
Account minimum: $25,000 Fee-only: Financial Planning Services: $250 - $5,000 fixed fee; $250 - $350 hourly rate, fees negotiable, often waived if investment management services are used
Rigby, ID
California
Independent Financial group
2011 - 2016 (5 years)
Asset & Retirement Management
2005 - Present (21 years)
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.
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