TrueAdvisor
TrueAdvisor
MG
CFP
MG
CFP

Marshall Grams

Dakota Wealth, LLC
7 Years of Experience
Sartell, MN
View SEC Summary
View SEC Summary

Marshall Grams is a CFP-designated registered investment advisor at Dakota Wealth, LLC, based in Sartell, MN, with 7 years of industry experience. Marshall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Education Planning, and 8 more. Their firm serves 3,764 clients with $6.9B in assets under management.

Dakota Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
61 advisors
Number of Clients
3,764 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$6.9B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range up to 2.00% annually based on complexity, asset levels, and overall relationship. Additional 0.50% applies to the Dynamic Growth strategy, 0.75% for held-away accounts on Pontera, and $135 annually for accommodation accounts on Envestnet Tamarac.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2454 8th Avenue S, Suite #200, Sartell, MN, 56377

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Marshall is a helicopter pilot for the Minnesota Army National Guard, dedicating about 10-20% of his time to this role. He also serves as Treasurer for the St. Cloud Regional Airport Authority, spending minimal time overseeing airport financials and investments.

Employment History
Current Registrations
Dakota Wealth, LLC
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Ledge Wealth
November 2020 - February 2024 · 3 yrs 3 mos
TD Ameritrade Investment Management, LLC
July 2018 - September 2019 · 1 yr 2 mos
TD Ameritrade, INC.
July 2018 - September 2019 · 1 yr 2 mos
TD Ameritrade, INC.Broker
July 2018 - September 2019 · 1 yr 2 mos
State Registrations1 state
MN
Advisor

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
No exam information available for this advisor.
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