Advisor at Consolidated Portfolio Review Corp
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
Consolidated Portfolio Review Corp
Location
Duxbury, MA
Credentials
Series 66
Industry experience
25 years
Donald Dalton is a financial advisor at Consolidated Portfolio Review Corp with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services, SCF Investment Advisors, and Sigma Planning Corp. Dalton is also president and CEO of Dalton Wealth Group, which offers wealth management and financial planning services. Consolidated Portfolio Review provides investment management and financial planning to individual and institutional clients through a multi-advisor platform. The firm employs an advisor-driven investment process tailored to each client, combining strategic asset allocation with fundamental and technical analysis across various securities.
Based on Consolidated Portfolio Review Corp
Flat fees for Annual Planning Services, charged as agreed upon in the Financial Planning Agreement.
$0 - $100,000: 2.50% $100,001 - $250,000: 2.25% $250,001 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001 - $2,000,000: 1.50% $2,000,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001+: 0.75%
Hourly financial planning/consulting fees charged as flat rate per hour, varying by advisor experience and location.
Minimum fee: Minimum annual management fee of $90.00 Fee-only: Advisory fees based on assets under management; no commissions charged within advisory accounts.
Duxbury, MA
Massachusetts
Consolidated Portfolio Review Corp
2025 - Present (1 year)
Vanderbilt Securities, LLC
2025 - Present (1 year)
Sigma Planning Corp.
2024 - 2025 (1 year)
Parkland Securities LLC.
2024 - 2025 (1 year)
SCF Investment Advisors, Inc.
2022 - 2024 (2 years)
SCF Securities, Inc.
2022 - 2024 (2 years)
Keenan Financial
2021 - 2022 (1 year)
Ameriprise Financial Services, Inc.
2012 - 2021 (9 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:
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
CFP®, Series 65, Series 66
Pembroke, MA
Full Life Financial Planning
Series 65
Duxbury, MA
Wealth Management Planning
CFP®, Series 65
Scituate, MA
Morrill Financial Services
CFP®, Series 63, Series 65, Series 66
Halifax, MA
KSQ Financial Services LLC
Series 63, Series 65
Plymouth, MA
Trilogy Advisors
CFP®, Series 63, Series 65
Pembroke, MA
Laguna Investment Services
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