Donald Loveless is a CFA, CFP-designated registered investment advisor at Dakota Wealth, LLC, based in Billings, MT, with 15 years of industry experience. Donald 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
2615 St Johns Ave, Suite A, Billings, MT, 59102
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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 →Employment History
Current Registrations
Dakota Wealth, LLC
Previous Registrations
Loveless Wealth Management, LLC
State Registrations2 states
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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