Connor Seedall is a registered investment advisor at Dai Wealth, LLC, based in Atlanta, GA, with 9 years of industry experience. Connor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,404 clients with $270M in assets under management.
Compensation
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Number of Clients
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Fee Structure
DAI Wealth charges an annual account fee for investment management services, which may not exceed 2.50% of the portfolio's value. The account fee is negotiable and may vary based on factors such as the size of the account and other services provided. The fee is paid quarterly in arrears. DAI Wealth receives a portion of the account fee, with the remainder going to the platform provider or manager. Clients are also responsible for paying transaction charges and other account-related fees.
Location
2800 Century Parkway Ne, Suite 650, Atlanta, GA, 30345
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Regulatory History (1)
Customer Dispute
March 2024Employment History
Current Registrations
Dai Wealth, LLC
Dai Securities, LLCBroker
Previous Registrations
Arete Wealth Management, LLCBroker
Arete Wealth Advisors, LLC
Royal Alliance Associates, INC.Broker
State Registrations14 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.