Dylan Kvaale
Dylan Kvaale is a registered investment advisor at Make Way Wealth Management, based in Sioux Falls, SD, with 17 years of industry experience. Dylan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 121 clients with $74M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Make Way Wealth Management charges an annual fee based on the value of your portfolio. The fee is negotiable and ranges from 0.50% to 1.25% per year. The fee is calculated monthly based on the average daily market value of your investments. This fee does not include brokerage commissions or other transaction fees.
Location
1601 E 69th Street, Ste 201, Sioux Falls, SD, 57108
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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
Dylan is an independent insurance agent, spending about a quarter of his time on insurance sales. He also coaches 8th grade boys basketball for about 10 hours per week during January and February, and co-owns a rental property LLC with his wife, spending minimal time on it.
Employment History
Current Registrations
Make Way Wealth Management
Previous Registrations
Fuse Partners, LLC
Fuse Partners, LLC
Wealth Watch Advisors, LLC
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations5 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.