| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
*Certain legacy Clients may have fees that differ from the fee schedule noted above.
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.
5010 Ritter Road, Suite 112, Mechanicsburg, PA, 17055
Get directionsJeffrey owns rental real estate property in Hilton Head Island, South Carolina. He spends minimal time overseeing property management, including rental oversight and paying bills.