Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DAI Wealth charges an annual "Account Fee" for investment management services, which may not exceed 2.50% per year of the portfolio value. Account Fees are negotiable and may vary. Fees are billed quarterly in arrears. Financial planning and consulting fees range from $50 to $750 per hour, subject to a one-hour minimum.
Areas of Practice
Advisor Information
Office location
350 Lincoln Street, Suite 2400, Hingham, MA, 02043
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan is a real estate broker, provides business and financial commentary, and oversees real estate as a trust member. He also manages and owns SourceNet Investment Services, sells insurance products through SourceNet Insurance and Concorde Insurance Agency, and works as an asset manager for Concorde Asset Management.