Candace Brown is a registered investment advisor at Dai Wealth, LLC, based in Atlanta, GA, with 13 years of industry experience. Candace is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,537 clients with $330M 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 | 2.50% |
The total annual account fee may not exceed 2.50% of the portfolio value. Fees are negotiable based on overall assets, account size, and services provided.
Fee Estimator
Location
2800 Century Parkway Ne, Suite 650, Atlanta, GA, 30345
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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 Activities
Candace is a manager at Firas Capital Group, LLC, a consulting firm that provides advice and expertise for independent broker-dealers. She dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Dai Wealth, LLC
Dai Securities, LLCBroker
Previous Registrations
Investacorp Advisory Services INC
Investacorp, 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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