Dakota Wealth, LLC
Assets Under Management
$6.3B
Number of Clients
3,152
Number of Advisors
53
Average Client AUM
$2.0M
AUM per Advisor
$119.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Dakota Wealth Management offers investment advisory services, including wealth management, investment management, financial planning, investment consulting, retirement plan advisory, private fund advisor, sub-advisory, and registered investment company advisor services. They customize investment strategies based on client goals and risk tolerance.
Fee Structure
AUM-Based Fees (Tiered)
| 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.
Fee Estimator
Dakota Wealth Management charges fees based on a percentage of assets under management. The annual rate ranges from 0.80% to 1.50% depending on the amount of assets managed. Certain legacy clients may have different fee schedules. Accounts in the Dynamic Growth strategy are assessed an additional 0.50% advisory fee annually. Accounts managed through Pontera Inc. will be assessed a fee equal to 0.75% annually. Accommodation accounts managed via Envestnet Tamarac will be assessed a fee of $135 annually. Stand-alone financial planning services are offered for a fixed fee ranging from $5,000 to $25,000 per engagement. Investment consulting services range from $1,000 to $15,000.
Areas of Practice
Location
11376 N. Jog Road, Suite 101, Palm Beach Gardens, FL, 33418-1752