Jeffrey Michael Goyette

Dakota Wealth, LLC

31 Years of Experience

2 Disclosures

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Dakota Wealth, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

53 advisors

Number of Clients

3,152 clients

Average Client Portfolio

$2.0M average

Assets Under Management

$6.3B

Fee Structure

Minimum Investment:None

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. Accounts managed within our Dynamic Growth strategy will be assessed an additional 0.50% advisory fee annually.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

5010 Ritter Road, Suite 112, Mechanicsburg, PA, 17055

Get directions

History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

August 2002

Denied

Customer Dispute

August 1996

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Jeffrey owns rental real estate property in Hilton Head Island, South Carolina. He spends minimal time overseeing property management, including rental oversight and paying bills.