Louis Valle
Louis Valle is a registered investment advisor at Dakota Wealth, LLC, based in Palm Beach Gardens, FL, with 29 years of industry experience. Louis 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 (1)
Customer Dispute
April 2002Other Business Activities
Louis is a board member and treasurer for the Rosedown Condo Board since 2021. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Dakota Wealth, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
C2c Wealth Management, LLC
LPL Financial LLCBroker
LPL Financial LLC
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Dean Witter Reynolds INC.Broker
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.