Jeffrey Goyette
Jeffrey Goyette is a registered investment advisor at Dakota Wealth, LLC, based in Mechanicsburg, PA, with 32 years of industry experience. Jeffrey 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
5010 Ritter Road, Suite 101, Mechanicsburg, PA, 17055
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2002Customer Dispute
August 1996Other 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.
Employment History
Current Registrations
Dakota Wealth, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
LPL Financial LLCBroker
Raymond James Financial Services, INC.Broker
MML Investors Services, INC.Broker
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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