Adnan Aldayel
Adnan Aldayel is a registered investment advisor at Wealth Plus of the Dakotas, INC., based in New Rockford, ND, with 28 years of industry experience. Adnan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 91 clients with $66M 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 $100K | 0.95% |
| $100K - $250K | 0.75% |
| $250K - $500K | 0.55% |
| $500K - $1.0M | 0.35% |
| $1M+ | 0.25% |
Fees are negotiable and may be reduced for combined household or common employer accounts.
Fee Estimator
Location
New Rockford, ND
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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
Adnan owns several businesses, including a meat processing and marketing company, a thermal imaging testing company, and Aldayel Financial Services. Aldayel Financial Services provides forensic audit, business consulting, tax preparation, and insurance services, taking minimal time for each activity.
Employment History
Current Registrations
Wealth Plus of the Dakotas, INC.
Previous Registrations
Wealth Plus of the Dakotas, INC.
Securities America, INC.Broker
Capital Financial Services, INC.Broker
Sal Financial Services, INC.Broker
American Investment Services, INC.Broker
Financial Advantage Brokerage Services, INCBroker
State Registrations1 state
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