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Credentials
Series 63, Series 65
Experience Industry experience
26 years
Location
Big Timber, MT 59011
Investor Fan
Team
Dale Teachout is a financial advisor at Investor Fan with 26 years of industry experience. He has been associated with Teachout Investment Management since 2000. Investor Fan provides investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates. The firm employs an investment approach based on Modern Portfolio Theory and incorporates fundamental, technical, cyclical, and macroeconomic analysis when constructing portfolios.
Based on Investor Fan
Up to 2.00% annually
Some Representatives are licensed to sell insurance and may receive commissions on insurance products separate from advisory fees
Fee-only: Fixed fees up to $20,000 for financial consulting engagements or up to $10,000 for a financial plan
Big Timber, MT
116 W. Second Street
Big Timber MT 59011
Advisors at this office
1
Montana
26 years of industry experience
Teachout Investment Management
2000 - Present • 26 years
Livingston, MT
Pacific West Financial Consultants Inc
2000 - 2012 • 12 years
Livingston, MT
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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