JM
Firm Information
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.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth
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Advisor Information
Office location
Henderson, NV
Get directionsRegulatory History (1)
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
February 2023Settled
Other Business Activities
Justin is a managing member of Mackie Ranch LLC (agriculture and sales) and JRAM Air Parts, LLC (holding company). He also owns Ranch Holdings, LLC, an asset holding company for transport and farm assets; all activities require minimal time and are not investment related.
Employment History
Current Registrations
Dai Wealth, LLC
May 2024 - Present · 1 yr 8 mos
Dai Securities, LLCBroker
May 2024 - Present · 1 yr 8 mos
Previous Registrations
Arete Wealth Advisors, LLC
March 2016 - May 2024 · 8 yrs 2 mos
Arete Wealth Management, LLCBroker
December 2015 - May 2024 · 8 yrs 5 mos
State Registrations22 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.