Peter Raimondi is a registered investment advisor at Dakota Wealth, LLC, based in Palm Beach Gardens, FL, with 26 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,152 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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. Accounts managed within our Dynamic Growth strategy will be 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. Fees may be negotiable.
Fee Estimator
Location
11376 N. Jog Road, Suite 101, Palm Beach Gardens, FL, 33418-1752
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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
Peter works as an attorney at GML Associates, PC, providing legal and estate planning services since 2019. This takes minimal time.
Employment History
Current Registrations
Dakota Wealth, LLC
Previous Registrations
Dakota Wealth, LLC
Boston Private Wealth LLC
Banyan Partners, LLC
Wescott Financial Advisory Group LLC
Shark Capital Management, LLC
The Colony Group, LLC
State Registrations3 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.