DU
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
2800 Century Parkway Ne, Suite 650, Atlanta, GA, 30345
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Dai Securities, LLCBroker
March 2025 - Present · 10 mos
Dai Wealth, LLC
January 2025 - Present · 1 yr
Previous Registrations
Frontier Asset Management, LLC
March 2018 - March 2025 · 7 yrs
Cedar Capital, LLC
February 2015 - July 2016 · 1 yr 5 mos
Foreside Fund Services, LLCBroker
October 2014 - July 2016 · 1 yr 9 mos
Good Harbor Financial
March 2014 - January 2015 · 10 mos
Northern Lights Distributors, LLCBroker
January 2014 - October 2014 · 9 mos
Invesco Advisers, INC.
February 2013 - January 2014 · 11 mos
Invesco Distributors, INC.Broker
November 2012 - January 2014 · 1 yr 2 mos
Franklin/templeton Distributors, INC.Broker
January 2011 - October 2012 · 1 yr 9 mos
State Registrations1 state
MN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.