James Tonrey is a registered investment advisor at Dakota Wealth, LLC, based in Stillwater, MN, with 12 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Education Planning, and 8 more. Their firm serves 3,764 clients with $6.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range up to 2.00% annually based on complexity, asset levels, and overall relationship. Additional 0.50% applies to the Dynamic Growth strategy, 0.75% for held-away accounts on Pontera, and $135 annually for accommodation accounts on Envestnet Tamarac.
Fee Estimator
Location
423 So. Main Street, Suite E1, Stillwater, MN, 55082
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Regulatory History
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 →Other Business Activities
James is dually registered as an Investment Advisor Representative with Stillwater Investment Management, LLC and Dakota Wealth, LLC on a transitional basis.
Employment History
Current Registrations
Dakota Wealth, LLC
Previous Registrations
Stillwater Investment Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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