John Dahlstrom
John Dahlstrom is a registered investment advisor at Interactive Advisers, Interactive Advisors, based in Boston, MA, with 10 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,467 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Interactive Advisors charges an annual management fee based on the market value of assets invested in portfolios. The fee varies depending on the portfolio chosen and the amount invested.
- Manager Portfolios: Fees range from 0.25% to 0.75% annually. Interactive Advisors keeps 0.25% and pays the rest to the portfolio manager.
- Interactive Advisors Portfolios: Fees range from 0.10% to 0.20% annually.
- Smart Beta, Asset Allocation, and Socially Responsible Investing Portfolios: 0.20%
- Index Tracking Portfolios: 0.20% (half goes to index providers)
- WisdomTree and SSGA ETF Portfolios: 0.10%
Fees are calculated daily and charged monthly in arrears. Clients may be able to contract directly with the Portfolio Managers outside of the platform at lower fees.
Location
175 Federal Street, Suite 930, Boston, MA, 02110
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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 →Employment History
Current Registrations
Interactive Advisers, Interactive Advisors
State Registrations1 state
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