JG

Jeffrey Michael Goyette

31 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

5010 Ritter Road, Suite 112, Mechanicsburg, PA, 17055

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Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2002
Denied
Customer Dispute
August 1996
Settled
Other Business Activities

Jeffrey owns rental real estate property in Hilton Head Island, South Carolina. He spends minimal time overseeing property management, including rental oversight and paying bills.

Employment History
Current Registrations
Dakota Wealth, LLC
November 2023 - Present · 2 yrs 2 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
June 2016 - November 2023 · 7 yrs 5 mos
Raymond James Financial Services, INC.Broker
April 2016 - November 2023 · 7 yrs 7 mos
LPL Financial LLC Broker
September 1999 - April 2016 · 16 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 1996 - August 1999 · 2 yrs 10 mos
MML Investors Services, INC. Broker
June 1994 - October 1996 · 2 yrs 4 mos
State Registrations2 states
PASC
Advisor
Exams
No exam information available for this advisor.