Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
2800 Century Parkway Ne, Suite 650, Atlanta, GA, 30345
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason owns rental property and dedicates minimal time to it. He also works as a broker for Creative Financial Strategies, spending about half his time managing securities, about half his time reviewing insurance needs and delivering policies, and about 10-20% of his time building financial plans. Finally, Jason is a board member for Triump Centre @ Bethel, dedicating a few hours per week.