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
2800 Century Parkway Ne, Suite 650, Atlanta, GA, 30345
Get directionsRegulatory History (5)
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
August 2025Pending
Civil
January 2025Pending
Customer Dispute
March 2024Settled
Employment Separation After Allegations
October 2023Customer Dispute
October 2012Settled
Other Business Activities
Joey owns JMKW Ventures for buying a ranch, dedicating minimal time, and JGFS Management LLC for employee benefits, also dedicating minimal time. He also owns John Galt Wealth Solutions, dedicating full-time hours, and LOT 44 NB House for custom home building.
Employment History
Current Registrations
Dai Wealth, LLC
November 2023 - Present · 2 yrs 2 mos
Dai Securities, LLCBroker
October 2023 - Present · 2 yrs 3 mos
Previous Registrations
Arete Wealth Advisors, LLC
October 2014 - November 2023 · 9 yrs 1 mo
Arete Wealth Management, LLCBroker
January 2014 - November 2023 · 9 yrs 10 mos
Ari Financial Services, INC.Broker
July 2013 - December 2013 · 5 mos
State Registrations46 states
AKALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMDMEMIMNMOMSNCNDNENJNMNVNYOHOKORPARISCSDTNTXUTVAWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.