JT

James Kehoe Tonrey

11 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
53 advisors
Number of Clients
3,152 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.50%
$500K - $2.0M1.00%
$2.0M - $5.0M0.90%
$5M+0.80%

*Certain legacy Clients may have fees that differ from the fee schedule noted above.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Financial Plan Fee:$5,000 - $25,000

Dakota Wealth Management charges fees based on a percentage of assets under management. The annual rate ranges from 0.80% to 1.50% depending on the amount of assets managed. Certain legacy clients may have different fee schedules. Accounts in the Dynamic Growth strategy are assessed an additional 0.50% advisory fee annually. Accounts managed through Pontera Inc. will be assessed a fee equal to 0.75% annually. Accommodation accounts managed via Envestnet Tamarac will be assessed a fee of $135 annually. Stand-alone financial planning services are offered for a fixed fee ranging from $5,000 to $25,000 per engagement. Investment consulting services range from $1,000 to $15,000.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

423 So. Main Street, Suite E1, Stillwater, MN, 55082

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

James is dually registered as an Investment Advisor Representative with Stillwater Investment Management, LLC and Dakota Wealth, LLC on a transitional basis.

Employment History
Current Registrations
Dakota Wealth, LLC
June 2023 - Present · 2 yrs 7 mos
Previous Registrations
Stillwater Investment Management, LLC
January 2014 - October 2023 · 9 yrs 9 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.