Leslie Penka

Dai Wealth, LLC

19 Years of Experience

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Firm Information

Dai Wealth, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

22 advisors

Number of Clients

1,404 clients

Average Client Portfolio

$190K average

Assets Under Management

$267.4M

Fee Structure

Minimum Investment:None

Hourly Rate:$50 - $750/hr

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.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth

Advisor Information

Office location

Lenexa, KS

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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.