Jonathan Creighton is a registered investment advisor at Dai Wealth, LLC, based in Hingham, MA, with 16 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,404 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DAI Wealth charges an annual account fee for investment management services, which may not exceed 2.50% of the portfolio's value. The account fee is negotiable and may vary based on factors such as the size of the account and other services provided. The fee is paid quarterly in arrears. DAI Wealth receives a portion of the account fee, with the remainder going to the platform provider or manager. Clients are also responsible for paying transaction charges and other account-related fees.
Location
350 Lincoln Street, Suite 2400, Hingham, MA, 02043
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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 ActivitiesSells Insurance
Jonathan is a real estate broker, provides business and financial commentary, and oversees real estate as a trust member. He also manages and owns SourceNet Investment Services, sells insurance products through SourceNet Insurance and Concorde Insurance Agency, and works as an asset manager for Concorde Asset Management.
Employment History
Current Registrations
Dai Wealth, LLC
Dai Securities, LLC
Dai Securities, LLCBroker
Previous Registrations
Concorde Asset Management, LLC
Concorde Investment Services, LLCBroker
Omni Brokerage, INC.Broker
State Registrations23 states
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