Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| 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.
Fee Estimator
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
Advisor Information
Office location
11376 N. Jog Road, Suite 101, Palm Beach Gardens, FL, 33418-1752
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeanna owns a clothing resale business, sourcing used clothing and selling it on eBay since 2018. This activity takes a few hours per week.