Dai Wealth, LLC
Assets Under Management
$267.4M
Number of Clients
1,404
Number of Advisors
22
Average Client AUM
$190K
AUM per Advisor
$12.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
DAI Wealth, LLC offers investment management services through SMAs, UMAs, AMAs, and MFAA programs. They also provide retirement plan services and financial planning consultations. Investment portfolios are tailored to individual client needs and objectives. The firm has no minimum account size.
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
Location
2800 Century Parkway Ne, Suite 650, Atlanta, GA, 30345