Samuel Ronlund is a registered investment advisor at Dakota Wealth, LLC, based in Palm Beach Gardens, FL, with 27 years of industry experience. Samuel 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
Get directionsHistory
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
Samuel is a 10% owner of Tandem Bagels LLC since 2013, but has no active role in the business. He dedicates minimal time to this activity.
Employment History
Current Registrations
Dakota Wealth, LLC
Previous Registrations
Ledge Wealth
Securities Service Network, LLCBroker
Rs Funds Distributor LLCBroker
Calamos Advisors LLC
Calamos Wealth Management LLC
Calamos Financial Services LLCBroker
Invesco Advisers, INC.
Invesco Aim Private Asset Management, INC.
Invesco Distributors, INC.Broker
Lincoln Financial Distributors, INC.Broker
Adp Broker-Dealer, INC.Broker
Usallianz Investor Services, LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Fidelity Brokerage Services, INC.Broker
Charles Schwab & CO., INC.Broker
Fbs Investment Services, INC.Broker
Painewebber IncorporatedBroker
State Registrations1 state
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.