Dakota Lawrence
Dakota Lawrence is a registered investment advisor at Blueskye Investment Advisers, LLC, based in Orlando, FL, with 18 years of industry experience. Dakota operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 190 clients with $71M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BlueSkye Investment Advisers charges investment advisory fees that range from negotiable to 2.50% per year, depending on the size and complexity of the client relationship. Fees are based on the market value of the assets managed.
For separately managed accounts, the maximum annual fees are:
- Under $5,000,000: 2.50%
- $5,000,001 - $10,000,000: 2.00%
- $10,000,001 - $20,000,000: 1.00%
- Over $20,000,000: Negotiable
For institutional accounts, the maximum annual fees are:
- Under $5,000,000: 1.00%
- $5,000,001 - $10,000,000: 0.75%
- $10,000,001 - $20,000,000: 0.40%
- Over $20,000,000: 0.25%
BlueSkye also offers third-party asset management services, adding a 0.25% annual fee on top of the third-party manager's fees.
Location
618 E. South St, Suite 500, Orlando, FL, 32801
Get directionsHistory
Regulatory History (2)
Regulatory
January 2016Customer Dispute
May 2008Other Business ActivitiesSells Insurance
Dakota is the CEO, Senior Portfolio Manager, and Founding Partner of Blueskye Investment Advisers, dedicating nearly full-time hours to this role, which also includes duties as President of Blueskye Insurance Advisors. Dakota also participates as a manager in Launchpad 40 Capital Advisors and is the Manager and CEO of Solid Session, LLC.
Employment History
Current Registrations
Blueskye Investment Advisers, LLC
Previous Registrations
Great Point Capital LLCBroker
Meyers Associates, L.P.Broker
Sterne Agee Investment Advisors, INC.
Sterne Agee Financial Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, 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.