| 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.
Dakota Wealth Management's fees are based on a percentage of assets under management. For stand-alone financial planning, they charge a fixed fee ranging from $5,000 to $25,000 per engagement. Investment consulting services have a fixed fee ranging from $1,000 to $15,000, which may be negotiable. Accounts managed within the Dynamic Growth strategy will be assessed an additional 0.50% advisory fee annually. Any accounts held away from the custodian that are managed through Pontera Inc. will be assessed a fee equal to 0.75% annually. Any accommodation accounts managed via Envestnet Tamarac will be assessed a fee of $135 annually. There is generally no minimum relationship size.
1413 Savannah Road,, Suite 4, Lewes, DE, 19958
Get directionsNo 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 →